📄 Request Files

Request Files

The Request Files Step allows you to request PDF files from the recipient. The recipient can upload the files requested.


Functionality

  • Notify recipients through email
  • Attach another PDF file as supplemental document
  • Set recipients through the User Group dropdown or an email defined using Static Text, Container or Step Export Parameter, or Datasource Field
    • Require a password before allowing the recipient to upload PDF files if the recipient is set through email
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Most properties and parameters can be mapped using the following options:

  • Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
  • Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
  • Datasource Field: Select a field from SuccessFactors to use as the value.


Step Properties

Name
The name of the Step as it appears in the Workflow Editor. By default, this is set as Request File(s).
Description
A short description of the Step. By default, this is set as "Step to upload a document."
Send e-mail
If enabled, an email will be sent to the recipients.
Email Template

Only shown when Send e-mail is enabled.

Select the Email Template to be generated and sent by this Step.
Recipients

Allows you to assign recipients by:

  • User Group: Select from the list of Strato User Groups.
  • Email: Define the email of the recipient through the mapping options.
Require Password

Only shown when Recipients is set to Email.

If enabled, a password will be required before being allowed to upload PDF files.


Input Parameters

Catalog Key
The user ID used when running this Step.
Language
The language to be used when generating the email.
Email Attachment
Select documents to be attached to the email.


Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name
The name of the Output Parameter.
Parameter Description
A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory
If enabled, the Output Parameter will be set as required.


Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.


Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.


Step Validity

The Step Validity tab allows you to set until when the Step is available, and define the actions to be executed afterwards.

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Learn more about Step Validity.


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