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Question

Attach Repository Document to E-mail Task in Forms

Forms Version 12 Workflow
Updated March 25
asked on March 25

Our Human Resources wants to attach three PDF handouts to an outgoing e-mail sent as part of a Forms process. I was thinking I could save the handouts in the Repository, but I'm not seeing any way to grab those in the Forms e-mail task. How would you approach this? Use Workflow to get them from the Repository and send the e-mail from there? 

 

This is the very last thing I need to build for a process they want to go live today. I appreciate any thoughts you have! 

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Answer

SELECTED ANSWER
replied on March 25

Yep, having Forms call Workflow, and having the Workflow pull the documents from the repository and attaching to an email is what I would do.

Either that, or put the documents on the Forms server and have the email from Forms include a link to them instead of actually attaching them.

3 0
replied on March 25

I figured that would be the answer, so I've headed in that direction. It would be nice if Forms could grab the documents directly from the Repository - maybe some day!

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replied on March 25

Another idea if you are okay with the email having links instead attachments would be to include Web Client links directly to the repository entries.

3 0
replied on March 25

We want to make all email operations (forms/wf) equivalent, but this would only pertain to cloud as we can more easily share the service between the two applications.

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