auto attaching a document to a notification (not from the record producer)
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09-18-2024 05:06 PM
Hello,
I want to include an offboarding checklist that will be sent with a notification that goes to an employee's manager when the employee submits a separation request. I think I figured out it has to be a link to the checklist, and I think I have the code I need from here:
I was able to add the code to the notification see below:
and I can see the link in the email notification
but the link does not work and does not go to the document.
What I am not sure of is 2 things
- where do I add the checklist document name in the code below? (the name of the document is "Employee Separation Checklist for Managers_Supervisors" and it is a .xlsx filetemplate.print ( 'Attachment: <a href="/sys_attachment.do?sys_id=' + now_GR. sys_id + '">' + now_GR. file_name + '</a>\n ' ) ;
- where does the checklist document needs to be saved for the link to work? I attached it to the notification and but that does not seem to work.
Any insight is really appreciated!
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Human Resources Service Delivery
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09-19-2024 10:01 AM
If the document is attached to the case record, you could simply configure the notification to include attachments on the What it will contain tab.