You can retrieve documents from d.velop into InterFormNG2 as attachments if you have purchased the d.velop module for InterFormNG2
The advanced, email tool, d.velop Documents to attachment retrieves one or multiple documents from d.velop Documents and copies them into attachments of the current payload in the workflow.
The component has these parameters:
Instance nameAs "Instance name" select the d.velop Documents settings to use, as configured in the
tenant settings.
Document category
For the "Document category" specify the display name of the d.velop document category that you want to upload to. You can also refer to IDs from d.velop, which you can refer to with a preceding and trailing @-sign like @CategoryId@.
Maximum number of results
Here you specify the maximum number of matching documents that you want to fetch from d.velop. This maximum allowed value is 25. If there are more matching documents than this, the newest (last updated) ones will be prioritized.
Attachment name
This specifies the name for the resulting attachment(s). This is an optional value, if it is not specified then the name of each attachment will be the filename property of the document. If there are more than one result with the same attachment name, then an index number will be added to the name. For instance if the attachment name is "somedoc.pdf" then the second document with that name will get the attachment name "somedoc1.pdf".
Property name and property value
As "Property name" and "Property value" specify the display name of the property to search for and the value that should match in order for it to be a hit. You can also refer to IDs from d.velop, which you can refer to with a preceding and trailing @-sign like @PropertyId@. Optionally you can add multiple properties with the Add more option.
Note that this component will succeed even if no matching documents are found.
The number of created attachments are set in the workflow variable, "interformng.dvelop.searchResults", so the special case of no matches can be detected from this variable.
Related Articles
To d.velop Documents
The advanced output workflow component, To d.velop Documents can be used in order to output documents from InterFormNG2 into your d.velop application. A related component is: d.velop Documents to attachment. This component can create a new item in a ...
d.velop support
One of the modules in InterFormNG2 is support for output into the d.velop archiving system. The support for d.velop includes the configuration, which is covered in the section, d.velep configuration. Here you setup the connection to your d.velop ...
d.velop configuration
If you have purchased the d.velop module for InterFormNG2, then you can output documents from InterFormNG2 into the d.velop application. A prerequisite for that is, that you have configured a connection to your d.velop application like below: In ...
Resource to attachment
You can attach any file from the NG2 resources as an attachment to an email with the workflow component, Resource to attachment. The email can later e.g. be emailed or saved with this resource with either of the components, Create PDF email or Create ...
SharePoint to attachment
The advanced, email tool workflow component, SharePoint to attachment can be used if you want to load a file from Sharepoint into the workflow as an attachment. An attachment can e.g. be used directly in an outgoing email. The component has these ...