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  • 1.  Copy attachments between processes

    Posted 01-18-2024 17:17
    Edited by Alex Kuligowski 01-18-2024 17:18

    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!        



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    Alex Kuligowski
    Data Governance
    Leprino Foods
    Denver, CO
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  • 2.  RE: Copy attachments between processes

    Employee
    Posted 01-19-2024 01:51

    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.



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------



  • 3.  RE: Copy attachments between processes

    Posted 28 days ago

    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?



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



  • 4.  RE: Copy attachments between processes

    Employee
    Posted 21 days ago

    Hi Alex,

    For this you can use directory on the server instead of 'File Library'.

    Create a folder on directory using 'Create Folder Plugin' as shown below :

    Then using Copy Attachment Plugin copy the attachment to this created folder. (In the parent form).

    In child form use add attachment plugin to retrieve the Attachment from above specified directory.

    Hope this helps.

    Regards.



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------