Question
accenture
PH
Last activity: 10 Jan 2024 12:12 EST
Document Attachment and Logging in Email Automation Workflow
Hi,
I'd like to include a Word document in an email that summarizes all input data from the user. I aim to have the email sent with the attachment on the fifth instance when the user completes and submits the form.
The Word document should log the inputted data by the user from the initial submission to the fifth one. I've managed to attach the Word document to the email by incorporating the "Generate Document" Automation in the workflow. However, I'm facing an issue where the information from the first to the fourth submission is not being logged into the Word document. Only the fifth instance is being logged into the Word document.
Any advice on how to achieve this would be appreciated.
Pegasystems Inc.
GB
@IanKeithT16911417 I don't believe we have enough information here to help. It's not clear what you mean w.r.t the 'fifth submission'.
Broadly speaking To log data from all submissions into the Word document, you need to ensure that the data from each submission is being saved and not overwritten. This can be achieved by storing the data from each submission in a pagelist property. Each time a submission is made, a new page should be added to the pagelist with the submitted data. When generating the Word document, you should loop through this pagelist and include the data from each page in the document. This will ensure that data from all submissions is included in the Word document.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
How to create a Word Document and send it as an attachment
File is not being attached to an email in the 1st execution of the case
Case documents specifications > Attachments