Hi Corteza Team,
any hint on using the workflow task “Open attachment preview”?
I’m using v2023 of Corteza.
I created and rendered a template in my workflow.
Here a workflow which is saving the file in a record and redirects the user to the record page.
What I’m trying to do is open a attachment preview with a workflow like this:
But nothing happens when the task “Open attachment preview” is executed sucessfully
What are you trying to achieve?
The Open attachment preview function converts an attachment in Corteza to a reader.
Similar to the Open original attachment, the difference is preview is smaller in size (like thumbnail images)
I’m trying to open a attachment directly in the browser, when this workflow is executed.
I’m not sure how to use the Reader, which is the result of “Open original attachment/attachment preview”.
Using the task like this, nothing happens.
Im not sure exactly what you mean by “I’m trying to open an attachment directly in the browser”.
There is no function/step that will display the attachment with a workflow.
Thanks for your answer.
So it is not possible to open/download a rendered template (e.g. PDF File) directly in the browser via workflow.
What works for me is opening the record page of the rendered template via the workflow task “Redirect user to the record page”.
But what is the purpose / use case of the function “Open original attachment”?
It converts an attachment to a Reader object, fine. But I’m not sure what I can do with the Reader afterwards?
Did I miss something in the documentation?
A reader is used for reading data from a file inside workflows.
What you’re trying to do should be saving the file to a field and then redirecting the user to the record page/refreshing the blocks with the workflow prompt step.
Then the user has to click on the preview to “open it” and read it.
