How to display multiple pdf in action centre for user approval?

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1

I am extracting invoice details and displaying in action centre for manual approval/rejection. I am sending invoice details as datatable into form activity. how to display all the respective pdf in action centre? Is it possible to attach multiple pdf files in the same form. Kindly help to sort out this issue.

2

Hi @gous11.9 ,

Is it a requirement to use the forms capability only ? We have the activity Create Document Validation Action which does the same as the requirement you have mentioned, Have you tried this activity ? You would not need to create a Form Template for displaying the table data or displaying the PDFs. It will be done by using this activity.

Let us know if this is not what you required and let us know some more details of what is required to be done for your case.

3

Hi @supermanPunch

Thanks for the response. I need all the documents to get validated in single action. The activity which you mentioned “Create Document Validation Action” will validate a single document and waits for the user action in orchestrator to continue with the next document. My requirement is to display all the pdf with header data in text fields. I am able to attach same pdf against each row(invoice) using the html syntax embed src={{data.pdf_storage}} but struggling to making the pdf as dynamic.

Welcoming your valuable response.

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4

Yes I am also looking for Something like that

if there is 10 invoices bot will read it one by one & Send it for Data Validation in Action Center.

but User Can see All the pending Document At Once, instead of getting Next Document only after completing the First one.

5

Have You Found any solution.