d.velop Documents to attachment

d.velop Documents to attachment

You can retrieve documents from d.velop into InterformNG2 as attachments if you have purchased the d.velop module for InterformNG2
The advanced, email tool, d.velop Documents to attachment retrieves one or multiple documents from d.velop Documents and copies them into attachments of the current payload in the workflow.
The component has these parameters:


  1. Instance name
    As "Instance name" select the d.velop Documents settings to use, as configured in the tenant settings.
  2. Document category
    For the "Document category" specify the display name of the d.velop document category that you want to upload to. You can also refer to IDs from d.velop, which you can refer to with a preceding and trailing @-sign like @CategoryId@.
  3. Maximum number of results
    Here you specify the maximum number of matching documents that you want to fetch from d.velop. This maximum allowed value is 25. If there are more matching documents than this, the newest (last updated) ones will be prioritized.
  4. Attachment name
    This specifies the name for the resulting attachment(s). This is an optional value, if it is not specified then the name of each attachment will be the filename property of the document. If there are more than one result with the same attachment name, then an index number will be added to the name. For instance if the attachment name is "somedoc.pdf" then the second document with that name will get the attachment name "somedoc1.pdf".
  5. Property name and property value
    As "Property name" and "Property value" specify the display name of the property to search for and the value that should match in order for it to be a hit. You can also refer to IDs from d.velop, which you can refer to with a preceding and trailing @-sign like @PropertyId@. Optionally you can add multiple properties with the Add more option.
Notes
Note that this component will succeed even if no matching documents are found.
The number of created attachments are set in the workflow variable, "interformng.dvelop.searchResults", so the special case of no matches can be detected from this variable.