Attach file to approval email or provide a link to download the file

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DimaKudryavtsev

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DimaKudryavtsev

DimaKudryavtsev

26-10-2020

Hi

 

I have a bit of an unusual request.

 

We need to perform a manual step in some of our campaigns. AC will select the list of the customers, then this list has to be given to an operator and workflow should be paused until the operation is completed.

 

I was planning Export the list as a file using Export activity and then attach the list to Approval activity and send the file. However, it seems that Approval activity does not have that option. I tested multiple ways to do it, none of them works. Even if I manage to transfer the file name to the activity, it cannot be attached because the process will actually happen on the mid-sourcing server and the file is exported on our marketing instance.

 

Next, I attempted to provide a link to download the file. I used xtk:fileRes to generate the resource, but it did not work either. It seems that xtk:fileRes can only generate image resource and does not work with CSV.

 

What other option do I have? Is there any way to generate a link to download the CSV file from marketing instance?

 

Thanks 

Dima

Accepted Solutions (1)

Accepted Solutions (1)

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isahore

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isahore

isahore

28-10-2020

Hi @DimaKudryavtsev,

 

Of course you can add an attachment to your approval activities in your workflows.

Just create a new technical delivery template, this time with a calculated attachment, pointing to the file which is generated so it can be attached in there.

If you are using a "data extraction" activity to generate the file, then by default the file is located in the "export/" directory on your sever. So in the attachment section of your delivery template, you can specify it like this:

isahore_0-1603879881393.png

You can then use this template in your approval activity.

 

Let me know if that helps.

 

Regards,

Ishan

 

Answers (2)

Answers (2)

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_Manoj_Kumar

MVP

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_Manoj_Kumar

MVP

_Manoj_Kumar
MVP

27-10-2020

Hello @DimaKudryavtsev,

 

Here is a workaround to achieve the same thing.

 

Add a delivery activity before the approval step and attach the file in the delivery. This delivery will be sent to the same operator and then you can add the approval step to hold your workflow until it is approved or declined.

 

Thanks,

Manoj

 

 

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Sukrity_Wadhwa

Employee

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Sukrity_Wadhwa

Employee

Sukrity_Wadhwa
Employee

03-11-2020

Hi @DimaKudryavtsev,

Were you able to resolve this query with any of the given solutions? Do let us know.

Thanks!