I am working on creating a 2013/SharePointOnline workflow that will start when a new document is added to a specific document library, and then send an email, to an external user, with a link to the document.
For the purposes here, an external user, is a user who does not, and will not have an account in SharePoint. We will have the users name and email address.
Good stuff * I have a workflow that starts with a document is added. * The workflow then extracts a bit of meta data. (this works) * I can fire off an email to any internal user.
- When trying to send an email to an external user the workflow registers an error
This problem has several solutions I can find online, the easiest of which is
In Central Admin and Web Apps general settings - choose Workflows. Adjust the setting "Allow external users to participate in workflow by sending them a copy of the document?" to yes. Default is no.
But I have a really hard time finding this option in SharePoint online / 365. I must not be looking in the right places. Does anyone know where I can find it?
- I also have had some problems with the document being available / shared correctly
Manually I can go in and select share document (in the library) share with all and then fire off an email with that link. Then recipient can click on the link and right away see the document that I provided a link to.
I am not sure how I can set how its shared from the workflow.