Symptoms

When I try attaching the PDF (now saved in SharePoint) to the email, no attachment is included. I tried using the 'Get Document by ID' method.


Based on http://help.k2.com/onlinehelp/k2smartforms/userguide/4.6.11/default.htm#pdf_control.html, I was able to follow steps on use 'Save as PDF' control on a SmartForm and successfully save form as PDF. I was also able to attach the PDF from the default SmartObject source to the email. Works as expected.

I modified the steps by saving the PDF into a SharePoint library instead of the default SmartObject. The PDF successfully saved to the SharePoint Library.

When I try attaching the PDF (now saved in SharePoint) to the email, no attachment is included. I tried using the 'Get Document by ID' method. Is that correct?

Looks fine though when I use the SmartObject Tester.

Ref: http://community.k2.com/t5/K2-blackpearl/Can-you-attach-a-document-from-a-SharePoint-Doc-Library-to-a/td-p/59047
 

Diagnoses

Workflow unable to reference the item from the SharePoint Document Library due to no item reference being stored
 

Resolution

Created a reference to the document by adding the Get Document Reference step to the workflow prior to the email event. This will allow for the document to be referenced in the email event and attached to the email.