Question

Recommended Workflow configuration to send multiple documents

Workflow

Updated June 17, 2015

asked on March 12, 2014

What would be the recommended Workflow configuration to send multiple documents in one email? The example is: A Form and it's attachments are submitted and stored in Laserfiche. This Form and attachments must be emailed to someone who does not have access to the repository.

I have tested using the routed folder and including all contents. This works, however if there are 3 documents in the folder I get 3 emails with all of the emails containing all documents.

Recommendations?

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Replies

replied on March 12, 2014

Cynthia, it sounds like you are running a Workflow instance for each file? If that is the case, you could special case the form so the email only gets sent for it and not its attachments. Or you can start the workflow from Forms with a service task as part of the Forms business process. Then you can find the parent folder and email it out. That should also give you a single instance rather than one per document.

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replied on March 12, 2014

If you include all the attachments in one email it should only send it once. Is there any sort of "For Each" around the Email activity?

Your Email Activity should look something like this:

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replied on March 12, 2014

No, there are no "For Each" activities. It is a simple workflow with a routing decision based on field values, route to folder, and email.

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replied on June 17, 2015

I added a solution for making multiple email attachments when those attachments must use a 'For Each' activity to be found.

Hope this helps.

https://answers.laserfiche.com/questions/68962/Append-two-or-more-electronic-files-in-the-same-mail-using-workflow

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Recommended Workflow configuration to send multiple documents

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