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Question

Question

Sending PDF document saved by form in the repository as email attachment

asked on August 20, 2015 Show version history

This my first work flow project, and I want to create a work flow that will be called from Forms. The purpose of this workflow would be to pick up the PDF saved by forms in the repository and email it. How do I go about this?

 

EDIT

Inserted the 'E-mail' block and in the email editor attached the 'Starting Entry', and in the document properties of the 'Starting Entry' I chose 'Attach a copy of the document'

This works when I test the workflow with a known Starting Entry as input, but not from the business process executed by forms

 

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Replies

replied on November 10, 2015

Hi Nirmal, I was searching for the same functionality when I found your post and after some work got the email action to work!

 

I have an application that allows users to attach an essay to their application so in my case I have the application and the essay. My application and essay are saved together into a folder within my Repository (example: \LF Repository\Application\lastname_firstname).

 

Every application I save in this format (example): "Application - lastname_firstname"

Every essay I save in this format (example): "Essay - lastname_firstname"

 

Here is my workflow and below I will explain the actions:

1. Retrieve Laserfiche Forms Content:

Here I am only calling Application Date (a date field), First Name, Last Name

 

2. Find Application:

I am using Find Entry at: \LF Repository\Application\lastname%_firstname%\Application - lastname%_firstname%

 

NOTE: Items with "%" are variables from the first action - retrieve LF Form Content

 

2. Find Essay:

I am using Find Entry at: \LF Repository\Application\lastname%_firstname%\Essay - lastname%_firstname%

 

NOTE: Items with "%" are variables from the first action - retrieve LF Form Content

 

3. E-mail Action:

I am attaching the files from the Find Action Outputs, this way when Find finds those files, it attaches them. Then the person who receives the email will get a zip file (because there are two) with PDF application and form.

 

Hope that helps! Let me know if you have any questions :)

 

LB

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replied on November 11, 2015

That's a good way to go about it, thanks!

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