Using Create Event to send Notification from Workflow with Attachment
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05-02-2019 11:34 AM
So this is my Create Event in the workflow (the "event name" and email notification are each on the SC_TASK table)
So it sends the notification, but doesn't include the PDF attachment on the email...I thought that "Include Attachments" check box would attach the file to the email it sends. I've even placed the PDF file on the "Create Event" in the workflow, the event itself in the registry, and on the notification, but the attachment just doesn't attach to the email.
How do I get that PDF file to attach to the email? Not a link...just actually attached to the email.
Please mark this response as correct and/or helpful if it assisted you with your question.
Steven
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03-04-2020 08:55 AM
Steven,
Did you get this to work? I'm trying to do the same thing you are.
Thanks,
John
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03-04-2020 09:21 AM
There isn't an easy way to do it.
I got it to work by creating a knowledge article just to store the attachment on it and then fire the event based on it...The whole concept just seems ridiculous so we went another route about getting the users the PDF file.
Below is the run script in the workflow that fired the event based on the Knowledge article.
It amazes me that you just can't attach a file to a notification you create and send it every time the notification is sent. The simplest of things is sometimes complicated.
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Steven
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03-04-2020 09:35 AM
100 percent agree with you. Why have a paperclip in the notification and not have it show up when email is sent out.
So you also had to create an event registry as well?
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03-04-2020 11:00 AM
Yep...had to create this event registry:
Then I created a "Corporate.Credit.Card.Policy" knowledge article with the PDF attached to it. The Run Script, that I pasted earlier, in the workflow queries that Knowledge Article, then fires the event based on it (thus being the triggering mechanism of the event and attaching the PDF). Just a crazy set of steps to make this work.
Please mark this response as correct and/or helpful if it assisted you with your question.
Steven
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03-04-2020 09:51 AM
Can you provide me the steps that you did to make this work? What was created, etc.