Carrying a File Throughout a Process

Carrying a File Throughout a Process

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  • [font=Calibri, sans-serif]Im looking for some advice on something. I have this process which shows a form where the user uploads an excel sheet, and then they can save or submit it. In either of those scenarios, I want to carry over the excel file so the next person would see it as already attached. On the main form, there’s a sub dialog button that triggers a form where they’re actually doing the uploading. I have the sub dialog both inputting and outputting the file, yet don’t see it as a form output. How do I output the file attached to carry it throughout the process?[/font]

  • For a file to be passed out of a Show Form or Add Task step in a flow, there has to be a component on that form with FileData as an output. Unfortunately, there are currently no form components that accept FileData as both an input and an output. You can try saving the file in a process folder or as a local file, passing the name of the file through a label on the parent form, and using steps after the original Show Form step to load the file. A simpler solution to this issue would be to use a traditional button with an outcome path attached to a second Show Form step in the same flow, and including the logic to save the file after that form as a subflow. After the second Show Form step executes, the file will be available within the flow to be used as an input for a form or for any other purposes. I hope this helps.

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