Copy Attachments plugin properties
The Copy Attachments plugin copies one or more attached documents (from an Attachment Control in a form) to a SharePoint document library, a network file folder, or a file folder on the local PC.
On this page
- Copy Attachments plugin usage example
- How to configure the Copy Attachments plugin
- Copy Attachments plugin tips and best practices
- Copy Attachments plugin parameters table
Copy Attachments plugin usage example
An administration office receives a paper copy of incoming invoices from vendors. The administration clerk scans the paper copy and then submits the invoice for manager approval. If the manager approves, the vendor invoice will be paid and the scanned copy of the original invoice will be stored on a SharePoint Document Library for future use.
How to configure the Copy Attachments plugin
- [Optional] Create a SharePoint document library if you plan to use one to store the attachments. (For this example we use a SharePoint document library, but you could potentially use any accessible folder on a local or network PC.)
In this example, we use a document library named CopyAttachment located on a SharePoint site named SharePoint Site.
- In Composer, click the Workflow tab, and then add a new Plug-in Action.
- In the workflow, add (i.e. click and drag to 'draw') a Plugin Action node to the Workflow.
- Click the newly created node. In the Properties pane, in the Action section, locate the Plugin name field.
- Select the Copy Attachments plugin.
-
Click the Plugin Options button.
- Set the Site field to your SharePoint site. In this example, we're using Sharepoint Site as the name of our sample SharePoint site.
- In the List field, locate the SharePoint document library you wish to use. (We would select CopyAttachment because that is the name of the document library being used in this example.)
NOTE: For site and list parameters, enter the site first. The list will then be populated in the dropdown. - Click Validate. (You should see the message "Validation Complete. No Errors found.")
Copy Attachments plugin tips and best practices
- If storage space is a concern (i.e. you don't want the document library to become too large), consider using Copy Attachment URL plugin instead.
Copy Attachments plugin parameters table
NOTE: For site and list parameters, enter the site first, and then the list will be populated in the dropdown.
Property |
Description |
|
binding |
The field binding to your Attachment Control. Example: my:AttachmentControl |
|
directory |
If specified, copies the attachments in the mentioned Attachment Control to the file system directory. |
|
fieldmap |
A comma separated list of fields to be passed to a SharePoint Column. This parameter is used for mapping the columns of an Excel data file attached to a form to the SharePoint columns of a Document library. This can be used to copy data from an Excel file (attached to a form) to the columns in a SharePoint data file library. A common use for this is to trigger a document or Excel-based workflow when an Excel file is copied or submitted to a SharePoint document library. The correct format is SharePointColumnName=[XPathToFieldInForm]. You may also edit this property and select your own field XPath. Example: mySharePointColumn1=[//my:myFields/my:AttachmentTitle] |
|
folder |
If specified, the name of the Folder in the SharePoint Document Library to copy the document to. Example: MySharePointFolder |
|
list |
The name of the SharePoint List or SharePoint Document Library to copy the document to. Example: MySharePointDocumentLibrary |
|
site |
The URL to the SharePoint Site that your SharePoint Document Library or SharePoint List resides. NOTE: This is not the direct link to your actual Library or List. Example: If my SharePoint Document Library resides on my FormEx site, the correct link will be: http://servername/sites/FormEx |