Question

How to attach multiple files from Forms into the same email?

Forms Workflow Search and Retrieval Business Processes

Updated May 7, 2020

asked on February 12, 2015 • Show version history

Hi all,

I have a process that saves a completed form to the Laserfiche repository. The form has an upload attachment option and sometimes users will upload copies of documents that should stay as part of the process. I use the process modeler to link the form and attachments together. I then have a workflow that grabs the original form and metadata and emails it out to a group of people. The attachment goes through the same process and comes through as a separate email. I want to be able to attach both the form and the attachment(s) to the same email. How do I do this?

0 0

Replies

replied on February 13, 2015

Hey Preston,

The simplest method for this would be to make sure that all the entries are in the same folder, then identify that folder using a Find Entry activity. With this, you can configure an email activity to attach the result, tell it to expect a folder, and edit the properties as you wish. In my screenshot, I am emailing a copy of the folders contents, specifically copies of the documents.

The only requirement for this is that you have all the entries (and only those entries) you want to email in one folder location, and that you can locate that folder. If you have already located the Form, you can set the Find Entry activity with the Form's path token within the "at" property. This will return the folder containing the Form.

Thanks,

6 0

replied on May 7, 2020

Cheers for this; this solution works well.

0 0

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

0 0

You are not allowed to follow up in this post.

Question

Question

How to attach multiple files from Forms into the same email?

Replies

Sign in to reply to this post.