How to Attach and Attachment onto an Approver email after the RITM number is created
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09-25-2024 05:56 AM
Good morning,
i need to find a way when users attach a new attachment on the RITM request and have that attachment then get attached to the Approver to see on their email.
Basically, i want to be able to attach any attachment here on the request that was submitted
then forward that attachment for the approver to see on their emails
I created a button to Resend the Approver email however i need to be able to get the attachment onto the approval when they attach it onto the RITM submitted request
Please help....
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09-25-2024 06:07 AM
Hi @Peter Williams , May I know reason for having attachment under approval record and why not directly add under email? because adding attachment to approval records may have some negative impacts like.
-> copying the attachments from RITM to Approval records, will consume more memory
-> for one RITM, if there are more than one approvals, then load will be multiplied
Better option would be directly attach the attachment to approval notification.
1) You can include attachment added under RITM as link in notification and provide read access to RITM for approvers.
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09-25-2024 06:09 AM
we are dealing with users that want to see the attachment on the email and not a link on it.
😣
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09-25-2024 06:31 AM
@Peter Williams You can also add attachment under email. You can make use of flow designer to do that. In flow designer we have 2 activities called "Send Email" and "Copy Attachment" Using these 2 actions you can copy attachment from RITM and attach it to notification. However, with this approach you will not see attachment under approval record( as stated above, adding attachment to approval records can have performance issues).
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09-25-2024 10:06 AM
Users still need to have the items attached to the approval email