Automate

Hi all,

Wanted to see if anyone knows of a way to pull attachments into a form from a separate process. Up to this point, I've used the Copy Attachments plug-in which is more of a "push" activity, where the plug-in must reside in the process that has the original attachment. 

The issue that I am facing is that this is being used in a parent-child situation where child processes may be launched at different durations based on server activity. To overcome the lag, I've had to utilize multiple plug-ins including Wait and Set Form Data activities to retrieve the necessary process ID only after the child process is launched. 

It's working provided all the involved processes are running smoothly, but it could definitely be simpler and less risky to go the other direction, i.e. pull attachments from the Parent within the Child solution. Hoping there's maybe a creative solution someone's implemented, or even a more effective way to get the same attachments transfer.

Thanks!        

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Hi Alex,

Another way could be using 'File Library' feature in composer.

In the parent form use 'copy attachment' plugin to copy the attachment to the file library.

In the child solution use 'Add Attachment' plugin to retrieve the attachment from the 'File Library' wherever needed in the child workflow.

you won't need a processId for this. Just make sure while copying the attachment to the file library, attachment has a unique name, so that you can retrieve it in the child process using the name.

Here is a link for documentation on file library :

 https://help.precisely.com/r/Automate-Evolve/20.3/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/File-Library?tocId=mHOX27AYzUSkx544p7Bphw

Hope this helps.

Regards.

Hi all,

Wanted to see if anyone knows of a way to pull attachments into a form from a separate process. Up to this point, I've used the Copy Attachments plug-in which is more of a "push" activity, where the plug-in must reside in the process that has the original attachment. 

The issue that I am facing is that this is being used in a parent-child situation where child processes may be launched at different durations based on server activity. To overcome the lag, I've had to utilize multiple plug-ins including Wait and Set Form Data activities to retrieve the necessary process ID only after the child process is launched. 

It's working provided all the involved processes are running smoothly, but it could definitely be simpler and less risky to go the other direction, i.e. pull attachments from the Parent within the Child solution. Hoping there's maybe a creative solution someone's implemented, or even a more effective way to get the same attachments transfer.

Thanks!        

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Thanks for the reply Hammad. Unfortunately, we will potentially have the same naming for attachments across different processes.  

I tried using the Create Folder plug-in in the parent to create a folder the same name as the Parent process name) followed by a Copy Attachments plug-in, but the latter doesn't seem to allow me to select the previously created folder. Only drop-down values of previously created folders in the File Library are available. Is there another way to dynamically point to file library folders for each parent and child process?

Hi Alex,

Another way could be using 'File Library' feature in composer.

In the parent form use 'copy attachment' plugin to copy the attachment to the file library.

In the child solution use 'Add Attachment' plugin to retrieve the attachment from the 'File Library' wherever needed in the child workflow.

you won't need a processId for this. Just make sure while copying the attachment to the file library, attachment has a unique name, so that you can retrieve it in the child process using the name.

Here is a link for documentation on file library :

 https://help.precisely.com/r/Automate-Evolve/20.3/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/File-Library?tocId=mHOX27AYzUSkx544p7Bphw

Hope this helps.

Regards.

Hi all,

Wanted to see if anyone knows of a way to pull attachments into a form from a separate process. Up to this point, I've used the Copy Attachments plug-in which is more of a "push" activity, where the plug-in must reside in the process that has the original attachment. 

The issue that I am facing is that this is being used in a parent-child situation where child processes may be launched at different durations based on server activity. To overcome the lag, I've had to utilize multiple plug-ins including Wait and Set Form Data activities to retrieve the necessary process ID only after the child process is launched. 

It's working provided all the involved processes are running smoothly, but it could definitely be simpler and less risky to go the other direction, i.e. pull attachments from the Parent within the Child solution. Hoping there's maybe a creative solution someone's implemented, or even a more effective way to get the same attachments transfer.

Thanks!        

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------