copy attachement on close notification

[ammar_k]

Hello,

When an incident's state is set to "Closed," a closure notification is sent. I would like to ensure that all attachments related to the incident are included in this email notification.

What is the best approach to achieve this? Should this be handled via a mail script, business rule, or another method?

Thank you for your guidance.

Best regards

Edit : I don't want to modify the notification system that already being used, i would like to add the attachments to the closure mail for a specific group.

[Ankur Bawiskar]

@ammar_k 

directly create notification with proper condition and ensure you set the correct recipient

Also ensure Include attachment checkbox is true so that it includes attachments on that record and are sent via email

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Dr Atul G- LNG · Accepted solution]

Hi @ammar_k 

Here's how you can set it up:

1. Go to Notifications.
2. Create a new notification.
3. Under When to Send, add the condition like State = Closed.
4. Under Who will Receive, you can do a dot-walk to record fields, such as caller or assigned to.
5. For What it will Contain, add the body content. If you need to attach an attachment, make sure to tick the corresponding box.

bring this field on form if not there.