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0D54z000071QcM3CAKOkta Identity EngineWorkflowsAnswered2024-04-15T10:58:23.000Z2021-06-14T21:26:59.000Z2022-01-25T13:52:24.000Z

JohnW.25997 (Customer) asked a question.

June 14, 2021 at 9:26 PM
Okta Workflows and O365 Send Mail attachments

Hello,

 

Currently, we have a flow that we are using that we need to send the CSV of a table via O365 send mail card to a user for action on their side. Without attempting to pull the File Content from the Export to CSV card to the Attachment input on the O365 Send Mail card, the Flow will save and work - the CSV is generated and it will work without issue. However, when I try to pull the File Content from the Export to CSV card to the Attachment input on the O365 Send Mail card, it states: invalid type conversion. This seems like a catch 22, I cannot save since it does not have the file, and I cannot make the file until its been run. Is there another way to achieve this I am not seeing?

 

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  • 10 answers
  • 6.51K views

  • User15905896560008893663 (Vendor Management)

    My name is Daniel, and I will be assisting you.

    This error occurs when an action or function card expects a specific type of input but receives another that it can't convert.

    make sure the file you are trying to link is a list. If it is not, convert it first.

    Selected as Best

  • User15905896560008893663 (Vendor Management)

    My name is Daniel, and I will be assisting you.

    This error occurs when an action or function card expects a specific type of input but receives another that it can't convert.

    make sure the file you are trying to link is a list. If it is not, convert it first.

    Selected as Best

  • JohnW.25997 (Customer)

    So when I pull the file content from the Export to CSV tile to the Send Email tile, it was giving me fits as the output was a list. However, when I switched it to a file - it took the output from the construct tile and accepted the input.

  • VinhD.26085 (Customer)

    SendMail flowSupport assisted me on this same issue:

    • Add a list construct card
    • pass the file output of the export to CSV (for example) into the list construct card
    • change the type of list to be files (click the dropdown to the right of the output of the list construct card and change file)
    • pass the output of the list construct card to the O365 send mail attachments field

     

    Expand Post

  • 02cmz (02cmz)

    I want to export okta users to a CVS file using workflow. Can ya guide me on how I can get this done?? I looked at the docs but I'm still not sure how to do it.

  • JohnW.25997 (Customer)

    In order for me to get this to work - I had to do exactly what is shown by Vinh Dang. For whatever reason, the O365 flow card for send email will not accept an actual file for an attachment - but will accept a list. You can either pass your list directly to the send email card, or if you want to preview the file before you get to the card, add the export to CSV card like Vinh shows above and then drop the list to the email attachment box.

     

    I have brought up this behavior with Okta at a session our company had for feedback based on using Workflows - as this is highly counter-intuitive.

    Expand Post

  • 02cmz (02cmz)

    What if I wanted to attach a PDF file? Is there a way to grab a PDF file from my desktop and import to the workflow then construct a list and pass that over to the Send Email?

    • TimL.58332 (Workflows)

      Workflows doesn't involve user input. Selecting a file from a desktop would require user input. You can grab a PDF from one of the cloud storage options available. But you would either need logic to find it "by name or other criteria" or already know the pointer for that service to the file.

       

       

      Expand Post

  • VinhD.26085 (Customer)

    If your desktop is sync'd to OneDrive you can have Workflows grab the file from OneDrive.

This question is closed.
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Okta Workflows and O365 Send Mail attachments