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Question

Question

Workflow generate web access link to folder not document

asked on January 28, 2016

Hi all!

I'm currently creating a workflow that will automate the process of sending email reminders out for our legal team.  The workflow looks for any documents in the repository that has a specific template applied and a reminder date of today.  If any documents are found, it sends out an email to the three people associated with the contract.  One of the steps is to have a web access link generated and added to the body of the email.  What is happening is when that link is selected, it automatically downloads the document instead of routing the email recipient to the folder where the document is located.  

Is there a way to automatically generate a web access link that directs the user to the folder and not the document specifically?

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Answer

SELECTED ANSWER
replied on January 28, 2016

Hi Robin,

 

You would have to find the parent entry of the discovered document. Using your existing find or search activity, select additional properties and select Parent ID.

 

 

Then use the parent ID to find the folder entry and populate your generate web access link activity.

 

Cheers,

Carl

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Replies

replied on January 28, 2016

Thank you so much!  Hours of working on this and you helped me solve it in minutes.  I completely appreciate it.

 

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