Attach PDF to email notification

Andrew_TND
Mega Sage
Mega Sage

‎05-19-2023 04:55 PM

Hello,

Does anyone know how I would go about creating an email notification so when the record closes, it attaches a PDF of that record in the email? 

Thanks in advance!

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Garima Pant1
Tera Contributor
In response to Community Alums

‎03-28-2024 02:03 AM - edited ‎03-28-2024 02:04 AM

Hi @Community Alums ,

 

I tried doing this. But it just attaches the pdf to the same record. The email goes out without an attachment

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Community Alums
Not applicable
In response to Garima Pant1

‎03-28-2024 02:30 AM

Hello @Garima Pant1,

 

This "Export Record" action is only for exporting the record in pdf format. And if you want to send email, then you need to add more steps in your flow: "send email" and "copy attachments."

Please refer to this: https://youtu.be/b_l5pOHKmVY?si=G7Qqgr4KGH2zwx1Y

 

For generating attachments, you can also use this: https://www.servicenow.com/community/developer-articles/generate-an-attachment-via-custom-flow-desig...

 

Thank You!

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