auto attaching a document to a notification (not from the record producer)

RosemaryHealy
Tera Contributor
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:
RosemaryHealy_0-1726704091549.png

 

 
and I can see the link in the email notification
Screenshot 2024-09-18 165639.png


 

 
but the link does not work and does not go to the document.
 
 
What I am not sure of is 2 things
  1. 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 file
            template.print ( 'Attachment: <a href="/sys_attachment.do?sys_id=' + now_GR. sys_id + '">' + now_GR. file_name + '</a>\n ' ) ;
     
  2.  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!
 
1 REPLY 1

sabrinae
Tera Contributor

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.

sabrinae_0-1726765234821.png