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Trigger notification when a new attachment is added to a case record and add it to the email.

Snowman15
Tera Expert

Hi,

 

Is there any way to trigger a notification when a new attachment is added to a case record and to also add that attachment to the email notification sent? 

 

Thank you

5 REPLIES 5

Kieran Anson
Kilo Patron

Hi,

One option is to have a business rule on insert on the sys_attachment table that fires an event when a new attachment is created. You could filter this to only trigger on certain source tables.

 

You can then create a notification that fires based off of this event

Hi @Kieran Anson any idea how I can then add the attachment to the notification ? Thanks

This approach will include the attachments, as long as the 'include attachments' option is specified on the notification record.

 

Screenshot below shows this working, email related list includes the attachments that'll be sent

KieranAnson_0-1760367799914.png

 

Okay Thank you. @Kieran Anson 

Not sure if you can help but, my other question is, can I then send that notification only to the contact linked to the case where the attachment has been uploaded? So

1: A new  attachment is added on the case.

2. BR triggers the event and notification is sent

3. How can I make sure that notification is only sent to the contact linked to that case? Thanks