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I have a need to automatically fill a table field in a workflow using data from another file cabinet and using a different table field as the key. For example: Table field A contains 1234 and I need to update Table field B with the related data for 1234 but that data is contained in another file cabinet. Outside of table fields you just do a simple file cabinet lookup but table fields don't seem to allow for that. Is there a way to do this in the workflow designer?
So we have a form being submitted and when that document is stored it kicks off the workflow that does exactly what the beginning of your post says, sends an email to the shared inbox containing the document. There isn't a way to have a workflow build a document link and then attach that to a variable that I can then input into the body portion of the email workflow? We are not concerned about having to login to view it. If it cannot be done that is ok, but it would be nice if we could get functionality for that added someday.
If you build a notification you can have it send the team an email that contains the link to the document that is stored. Is there a way to build into a workflow the same functionality so that I can send it to a shared inbox without having to add the user into docuware? I have the email setup so that it will include the document as an attachment but we would prefer to have it just send a link to the document automatically to ensure security.