Attachments

Actions for managing the attachments of workflow instances.

📄️ Add attachment

The action is used to add attachments to a workflow instance. Attachments can come from another specified workflow instances or can be selected with an SQL query.

📄️ Add attachment to another workflow instance

The action adds an attachment from the current instance to a different instance, including those that belong to a different workflow or process. The action configuration requires specifying the target instance and defining at least one attachment to be added.

📄️ Generate/Update a Word file

The action associated with instance workflow allows you to generate .docx files based on previously created templates.

📄️ Generate a PDF file

The action allows you to generate .pdf files based on templates (in the form of an .html file) previously created by a user.

📄️ Update attachment

The action is used to modify the metadata (name, description and category) of attachments.

📄️ Convert Word to PDF

The action converts specified .docx files to .pdf files.

📄️ Generate a text file

The action allows users to create a text file, which is then added as a form attachment, append text to an existing attachment file or overwrite the attachment file.

📄️ Merge attachments into a Word/PDF file

The action allows merging files added to the form's attachment panel, resulting in a single file created in the user-defined format.

📄️ Remove attachment

The action used to delete attachments from workflow instances.

📄️ Read data from an Excel file

The action is used for transferring data found in a .xlsx file into a form.

📄️ Generate an Excel file

The action is used for generating a new .xlsx file or modifying an existing file added as an attachment. The core feature of this action and its complementary action Read data from an Excel file is to assign (map) specific process form fields to cell addresses in an Excel spreadsheet.