1 ACCEPTED ANSWER
I believe you found one of the best approaches in another post... EP3- Unity Forms and Attached Documentation (hyland.com) using the sql query from
select a.itemnum, d.ufattachmentitemnum
from <dbname>.hsi.ufforminstance a,
<dbname>.hsi.ufattachxdoctype b,
<dbname>.hsi.ufattachxdoctype c, <dbname>.hsi.ufformxattach d
where
a.formrevnum = b.formrevnum
and a.ufformnum = b.ufformnum
and a.formrevnum = c.formrevnum
and a.ufformnum = c.ufformnum
and c.uffieldkey = b.uffieldkey
and c.uffieldkey = '<Attachment Control Name>'
and c.itemtypenum = b.itemtypenum
and c.ufattachdtnum = d.ufattachdoctypenum
and a.itemnum = d.itemnum
and d.flags = 0
and a.itemnum = <Form doc handle>
1. Put the query in an external autofill, referencing the OnBase database to return the doc handles of the attachments.
2. Add the Document Handle keyword (numeric, up to 20 digits) to your Unity form doc.
3. Set a property value with your Unity form's document handle, then set the autofill's primary keyword with that value, and trigger the autofill to return the doc handles of the attachments.
4. If your query returns the doc handles into a different keyword, copy the values to the Document Handle keyword on your primary doc/Unity form using the Copy Keyword action
5. In the Send Notification action, the Attachment config will let you attach Related documents by Document Handle. This attaches docs whose doc handle is contained in the primary doc's Document Handle keyword.
6. If you want to add the Unity form's doc handle to the attachments to relate them back to the form, use the Copy Keyword to Related Item command. As shown here, it copies the primary document's doc handle to the Middle Name keyword on the related doc. These related docs are found in this example by having their doc handles in the primary doc's Document Handle keyword (see #4 and #5, above). I would normally copy the primary doc's doc handle to the related doc's Document Handle keyword, and vice-versa, but wanted to more clearly differentiate the keyword from the ">> Document Handle" system value.
