I have created the below list in sharepoint with attachments enabled. When i add a new item I see the attachment option but I dont see a column for it.
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And I want to sent an email to the approver to approve along with the file attachment that was added while creating the item. I added the link item and the item link decription dynamically as in the pic below. But it sends the whole list item instead of the document alone. So when the link is clicked the complete list items are displayed along with the attachment. I then have to click the attachment and then it will take me to the file. But I want the link to take me directly to the file.
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I checked youtube videos and they have the beginning column as a document file column with a document icon with upload option on the top. But I dont find any upload option in my sharepoint. The below image was taken fro a youtube video which has upload option
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I have made certain column inputs mandatory while adding a new item. Will that make a difference?
Please following steps:
Add Attachments on the list
1.You can click on + Add column and select Show/hide columns
2.On the Edit view columns panel, find and check the Attachments checkbox
3.Click on Apply
Send email with attachments
1.Create Microsoft Flow
2.Save and Test it
Related
We have created a GI which displays data from CR Activity Tables, for the Subject field we want to add navigate link to Email Activity screen.
So when we try to select navigation parameters, we could not able to load value in drop down control, please refer the attached screenshot.
Also the default navigation is not working for the subject field.
I have two different templates, each template has one document.
In each document I have dragged and dropped text field and gave it same data label of "Email".
When I type a value in one field I want it to be duplicated to another textfield which is in another template. I'm not sending the data via API, just using docusign portal.
To see same value coming on multiple documents in the same envelope with same Data Label, then please check if below settings are enabled in your Account.
Go To Admin
Select Sending Settings from left hand side navigation
In Section Automatically replicate information in fields with the
same Data Label, select radio button on all documents in an envelope
We have created a new template with option to add Attachments using Signer Attachment tabs.
Please let us know how we can programmatically retrieve the Attached files from the envelope using API, we tried using RequestDocumentPDFs() method, but it doesn’t provide us to which “Signer Attachment” tab the document belongs to, since we have multiple “Signer Attachment” tabs.
Ex.
Option A (Checkbox 1 tab) – If the user selects, we will ask “Signer Attachment 1” tab to upload the related document.
Option B (Checkbox 2 tab) – If the user selects, we will ask “Signer Attachment 2” tab to upload the related document.
Option C (Checkbox 3 tab) – If the user selects, we will ask “Signer Attachment 3” tab to upload the related document.
It doesn't appear that DocuSign gives you a way to programmatically correlate an attached file with the specific Attachment tab that was used to supply the attachment. However, in the specific scenario that you describe it seems like you could get the info you need not by evaluating the attached document, but by instead evaluating the checkbox tabs:
If Option A (Checkbox 1 tab) is selected, then the attachment supplied by the signer correlates to Signer Attachment 1 tab.
If Option B (Checkbox 2 tab) is selected, then the attachment
supplied by the signer correlates to Signer Attachment 2 tab.
If Option C (Checkbox 3 tab) is selected, then the attachment
supplied by the signer correlates to Signer Attachment 3 tab.
This approach would suffice for the (simple) scenario that you describe, but obviously would be insufficient in cases where you are collecting multiple attachments in various places throughout the envelope.
Using Orchard 1.6 i've setup 3 content parts, each viewable from 3 separate forms, which will automatically navigate from 1,2,3 as the user fills them out (by selecting the booking option on the main menu):
1) Records Name & phone number as input fields
2) Records equipment user has selected to rent (from drop down and input fields)
3) Confirmation which should display what the user has entered on the first 2
So far im on part (3) so I want to display what the user has chosen for the first 2 forms (I know they are stored as content items) but how can i get both of them to display on the confirmation page.
Also when the 'Submit' button is clicked on the confirmation page i would like to send an email to the owner. How can I do this?
Thank you
Use the rules module (workflow in 1.7+) to send an email when the content item is created.
To display the data you could create a simple little module that displays the latest two items created by the current user. Or something. I've never really used Orchard Forms so I'm not sure if it has better ways of accessing content you have created with it.
Add Floating Menu Item to the Page Library "E.g. Copy Item".
Once user selects option, It should
Copy entire selected row's information including Page.
Let user rename the page.
Create a new row in the same Page Library.
Save the copied information in the newly created row.
Thank you for your help
Instead of writing out the entire answer, here's some guidance on a way of doing this:
1) Create a CustomAction in the EditControlBlock for the Page Content Type (or related) containing a UrlAction that goes to a custom ASPX Page, passing required parameters through the aforementioned UrlAction (look into {ListId} and {ItemId} tokens). In this ASPX page, have a field to enter the new Page Name, and then a button to complete the copy and return to the list.
Here is a good starting point:
http://msdn.microsoft.com/en-us/library/ms460194%28v=office.12%29.aspx
Everything else in bold you should research.