Question

If entry not found - don't attach it to email?

Workflow

Updated April 25, 2017

asked on May 24, 2016 • Show version history

Hi I can't think my way through this - I will have some reports in the repository that need to go to a manager. If the report is not found (I have a Search action), what action do I have to add so that it doesn't attempt to add that entry to the email. The email will go through without it but there is an error on the workflow because it didn't find the form and because it tried to attach it to the email.

Thanks!

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Replies

replied on May 24, 2016

From your first post it sounds like there is either going to be something found in your search or something not found. I'd make your branch and have your check be "Search repository result count = 1" and the other "!= 1". Leave the not found branch empty and put your email activities in the branch where it finds a result. Then in your email activity just hit attach and point to the result of the search.

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replied on May 24, 2016

Ah I see, and I would then apply the conditional sequence to all of the searches. I thinks this will work!

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replied on May 24, 2016

You can wrap the email activity in a Conditional Sequence that checks if the search returned at least 1 result.

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replied on May 24, 2016

Miruna, but how do you tell the Email action which ones to attach?

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replied on May 24, 2016

There is currently no way to attach the results of a search to a single email. Can you explain your situation in a bit more detail?

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replied on April 25, 2017

I know this is an old post, let me know if you would like me to start a new post.

So in the following situation, I have the Rename action on the left (CCOK) and on the right (DDOK), but then I also have a Fill PDF action (Address Change CCOK) on the left and DDOK on the right (Address Change DDOK).

I would like to email a person all pertinent forms, so like if only the left branch ran, and there was no address change then I would be attaching the "Rename CCOK template" to the Email activity.
If both left and right branch ran, but the right branch had address change then I would be attaching "Rename CCOK template" and "Add address Change DDOK" entries to the email.

There is a 'long way' I can do this with multiple conditional decisions but it would get messy and really hard to update those emails. Is there a more elegant way to accomplish this?

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If entry not found - don't attach it to email?

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