I have a form that I want to route to a user and at the same time route it to a group for review. The user will make a decision on the form to accept or reject but the group will only receive the form to review and that's it (it's more for notification of the form than anything else).
The problem with the gateway (and with a group) is that it's only one person within the group that actually gets to claim the form and view/action it.
I suggest that what you do is something like:
* Flatten the form (using LC Output) - this will make it non-editable and store it in a document variable. (If you don't have Output, just render the form as an editable PDF and store it in the document variable.)
* Obtain a list of the group's member's email addresses
* Use the Email component to send the flattened for to all members of the group.
You can get a comma separated list of users in a group from this component:
I do want to send this to a group so that either person in the group can take ownership and view it.
I was having a problem with the gateway and couldn't get it to work like the LCES documentation showed. Basically I can't get the gateway to work because I don't think I am using it correctly. What does it need to connect to? What goes inbetween the gateway and how do I connect it?
I can try to help...let's first be sure you've found all of the relevant documentation:
I have looked through the documentation you posted and I just got the gateway to work with and send with document email service. I was able to send the email but I couldn't get the attachment piece to work.
Here is what I need to do.
I have a process that sends the form that the user fills out, to their manager. At the same time the manager I would like a read only copy sent to a group (so that either person in the group can view it). The form going to the group is just for notification and they will not be doing anything with it but viewing it.
My problem is that I am not able to get it to them as a read only pdf form. I prefer that they view it in Workspace but email will do if I have to.
Thoughts? I have done a lot of testing in Workbench and multiple searches in the forum and am at a loss.
did you "flatten" the form using Output before attaching it?