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  • 1.  Add Blank Documents on Form Load

    Posted 20 days ago

    Is there a method to add blank documents to forms that may be used during the process?

    Examples W2's, W8's, W9's, Vendor Contracts, Customer Product Estimates.

    These forms would be download, filled out by hand then uploaded as an attachment. 

    Thanks,

    Stapuff



    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------


  • 2.  RE: Add Blank Documents on Form Load

    Posted 18 days ago

    I found the Add Attachments Plug-in and have everything setup, however, I do not get the attachment added to the Attachment Element.

    Below is how I set everything up. Is there something I may have missed? I do not get any errors when I run the Solution and not sure how to even test for it.

    Thanks,

    Stapuff

    -------------------------------------------------------------------------------------------------------------------------

    In the File Library I have successfully added a folder and added a sample file Hello.txt file.

    In the Action node I have selected Plug In Name: Add Attachment

    In the Plug In parameters:

    Control bindings: I selected Attachment_6 (from the drop down)

    Add Attachments From: File Library

    Folder: I selected Test folder (from the dropdown)

    Filename: [/my:myFields/my:field_3] (selected from Field Value) field_3 = Hello.txt

    I have run the Valid button which is successful.



    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------



  • 3.  RE: Add Blank Documents on Form Load

    Employee
    Posted 18 days ago

    Hi Kurt

    You can use the plugin, and it does work.

    My process

    at the post attachment step I see it pre-populated

    You can't do that before the initial step (start node) however.

    Hope that helps,

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------



  • 4.  RE: Add Blank Documents on Form Load

    Posted 18 days ago

    Sigrid,

    I appreciate the time, effort & response back. My workflow is setup in the same orders as the image you posted except for Post Attachment. I never had that. Would it not attach or be visible without Post Attachment?

    Stapuff

     



    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------



  • 5.  RE: Add Blank Documents on Form Load

    Employee
    Posted 18 days ago

    Hi Kurt

    My process is a simple attachment test to add it in the start (or through the plugin) and then post it to SAP on an object on the last step. Your process will definitely be different. :)

    So yes it would still attach. It doesn't have to be that node after the add attachment plugin. It would be visible in any next step in your process.

    Best Regards,

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------



  • 6.  RE: Add Blank Documents on Form Load

    Posted 18 days ago

    Sigrid,

    Here is what I have done so far. I have the plug in with parameters set, file in the Library, fields on the form. I still do not see any results.

    Thoughts,

    Stapuff 

    image
    image
    image
    image



    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------



  • 7.  RE: Add Blank Documents on Form Load

    Employee
    Posted 18 days ago

    Hi Kurt

    What is the contents of the field you are using for the file - field_73?  That's likely the key to figuring this out.

    This is a different attachment type, so I tried it

    I have this file in the folder Assets: CustomerPriceMaintenance_Setup.xlsx

    I filled in the parameters 

    and I see it at the end

    so then I created a field that has it as the value

    updated the plugin

    and it's there

    FYI

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------



  • 8.  RE: Add Blank Documents on Form Load

    Posted 17 days ago

    Sigrid,

    image
    I tried changing the Filename parameter
    image
    Here is my form: In Document Group I have Textbox_73 and Attachment_69
    image


    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------



  • 9.  RE: Add Blank Documents on Form Load

    Employee
    Posted 17 days ago

    Hi Kurt

    If those files exist, then I believe it should work. I'm not sure what else I can offer, as everything I have tried works for me but doesn't seem to work for you.

    I would suggest opening a support ticket to see if they can work with you on this.

    Best Regards,

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------



  • 10.  RE: Add Blank Documents on Form Load

    Posted 17 days ago

    Sigrid,

    I appreciate you sticking with this as long as you did.

    I am going to try a different file type just to see if there is anything there then look to support.

    Again... thanks for your time and efforts.

    Stapuff



    ------------------------------
    Kurt Marshman
    Self-Registration Shared Account
    ------------------------------



  • 11.  RE: Add Blank Documents on Form Load

    Employee
    Posted 17 days ago

    Happy to try to help, Kurt.

    I have tried file types: doc, docx, xls, xlsx, pdf, txt, jpg & png over time. File size may make a difference.

    Have you checked the Evolve logs? It may give you some insight, and support will likely want to look at it.

    Best of luck!

    Sigrid



    ------------------------------
    Sigrid Kok
    *Precisely Software Inc.
    ------------------------------