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

  • September 25, 2022
  • 2 replies
  • 327 views

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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.

Best answer by Garrett

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)



 


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.



 


Outcome :


Task form. Attach 4 PDF files



Email with 4 attachments



 


 

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2 replies

Garrett
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  • September 26, 2022

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)



 


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.



 


Outcome :


Task form. Attach 4 PDF files



Email with 4 attachments



 


 

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  • September 28, 2022

@Garrett Thank you, this worked like a charm!

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