Is there an action that exists that allows me to attach a csv file to a form to kick of an IPA?

Kenneth Liang

I'd like to know if its possible to configure an Instance action, and then include an attachment field to a form that an end-user can attach a csv file to.

Is there an IPA that reads a file that is attached from an attachment field within a form, which is then triggered by an IPA?

andy

You likely can create a BinaryDocument parameter for your Instance Action and then use that parameter to create a PfiWorkunitInputData record as part of the flow trigger in the instance action.

You could also consider an Action Request if this process will require users to evaluate and approve the document.

You might try something like this…

TestDocTrigger is an Instance Action

    Parameters

        InputFile is BinaryDocument

        Flow is a PfiFlowDefinition


    Parameter Rules

        InputFile

            required
        Flow
            required



    Local Fields

        NewWorkunit is a PfiWorkunit view


    Action Rules

        invoke CreateWorkunitByFlow PfiWorkunit

            assign result to NewWorkunit

            invoked.FlowDefinition = Flow

            invoked.WorkTitle = "Your_Custom_WorkTitle_Here"


        invoke Create PfiWorkunitInputData

            invoked.PfiWorkunit = NewWorkunit.PfiWorkunit

            invoked.Description = "Source File"

            invoked.TextData = InputFile

            invoked.Type = 2


        invoke Release NewWorkunit.PfiWorkunit