02-11-2019 07:44 AM
Does anyone know if you can put information from multiple forms into one email?
02-11-2019 08:50 AM
The most common approach I have seen is to leverage workflow to build out a Workflow Property with all the combined contents.
The rules and actions that make this possible include, but are not limited to:
A psuedo set of logic would probably follow the order of:
02-13-2019 10:16 AM
Testing with an Ad Hoc Task is much better!!
02-13-2019 05:14 PM
The related document logic relies on the Rule: Related Item Exists. There is a checkbox on this rule called Use Related Items for Tasks. Whenever something is found, the true branch will execute on the related item instead of the document in workflow. This is where you can use your property expression. As a bonus, if your related item search returns more than one document each related item will execute the true branch sequentially.
One of the common examples we use in Training (get the sum of all checks that match an invoice):
Warning: when using logic like this make sure to CLEAR properties or you risk creating an infinite loop.
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