Currently, if you want to attach a file to an email, it must come out of the repository or be the result set of a query. I would like to request the ability to attach a local file that is not in the repository. To do this currently, you must first send the file to Laserfiche and then export it to make it available as an email attachment. If the file is not needed in the archive, these are wasted steps.
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You can actually do this right now, though I'll talk to the team about adding ways of doing it a bit more elegantly.
If you use the "For Each File" activity, you can target a specific local file by doing the following:
(of course, you'd probably want to use tokens instead of C:\TestFolder and MyTestFile.txt).
In the email activity, you can attach these local files by doing the following:
Note that I selected "File" from "Attachment type" instead of the default "Entry".
I should point out though that this could result in sending multiple emails, each with a different file, if the "For Each File" activity gathers more than one file. For example, if you put in "*.txt" under "Only include files like:", then it will send one email with a different .txt file for each .txt file you have. This can be resolved with some creative usage of conditionals inside your "For Each File" activity, or with more careful management of the file names used in the activity configuration (for example, by not using wildcards). However, I'll discuss more convenient implementations with the team to see if we can come up with a more robust way to send a single file (or the ability to send a batch of local file attachments).
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Hey Bert,
I've forwarded this request to the Workflow developers. They may chime in and let you know if this feature is in the works, but either way, they are aware of the request and will prioritize it accordingly for a future release!
Have a great day!
Flavio, thanks for this sample. I think I can use this in creating my proof of concept, but having more robust support for passing local files would be greatly benifitial.