brandiwoodson
Scholar

Task Attachments - Please help me pass through task attachments to emails!!!!!!

Jump to solution

I need help taking task attachments and adding it to a follow-on email within the same workflow. Of course, it can't be simple so does anyone have a way to do this????

 

I already had to do some out of the box thinking by creating a text variable to display a list of attachment links to bring in the related sharepoint list item. Super annoying at this point that attachments are such a big issue in NWC.

Labels: (1)
0 Kudos
Reply
2 Replies
Garrett
Communicator

Re: Task Attachments - Please help me pass through task attachments to emails!!!!!!

Jump to solution

Hi @brandiwoodson 

 

Its quite simple really.

Step 1. You need to use the Task Form (not Express Approval).

Task Name is "Approval". You may provide a different name

Edit Form - Add a File Upload control named as "File upload". You can use the default settings or configure it (Type of files, number of files, max size per file etc)

Garrett_0-1664193034864.png

 

Step 2. Add the Send Email control. Configure it.

Look for the File Attachments field which is below the Message body.
Insert the variable from the Task Approval form. 

"Approval" (the Task Name) -> Approval -> First Response -> Form variables -> File Upload.

Garrett_1-1664193105594.png

 

Outcome :

Task form. Attach 4 PDF files

Garrett_3-1664193789300.png

Email with 4 attachments

Garrett_2-1664193608887.png

 

 

Reply
brandiwoodson
Scholar

Re: Task Attachments - Please help me pass through task attachments to emails!!!!!!

Jump to solution

@Garrett Thank you, this worked like a charm!

0 Kudos
Reply