Email Client Template Attachments

[NaveenK08632274]

What is the process to send an email with attachments using Email Client Templates, ensuring that the attachments are visible while composing the email?

The attachments are configured in the Email Client Template so that when the template is selected in an Incident, the attachments are automatically included and displayed in the email composition window.

[Ankur Bawiskar]

@NaveenK08632274 

attachments from record don't show automatically when you use email client template in native

See this link for approach

Add Attachments to the Email Client Template automatically 

also check this

Copy attachments to Email Client Template (...) 

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[NaveenK08632274]

Although the attachment is added to the Email Client Template and the template is used on the Incident table, the attachment does not appear when composing the email from the Incident record. Only the email body content from the template is shown

[HarishKumar6668]

Hi @NaveenK08632274,

When using Workspace, each time you compose an email, a draft record (sys_email_draft) is created automatically.

To ensure an attachment is added to every draft, you can create a Before Insert Business Rule on the Email Draft (sys_email_draft) table. This Business Rule can insert a corresponding record into the Email Draft Attachment (sys_email_draft_attachment) table whenever a draft is created.

Condition:
Set the Business Rule trigger condition as:

• Table = Customer Case (or adjust based on your use case)

Sample Script:

(function executeRule(current, previous /*null when async*/) {

	// Add your code here

	var gr=new GlideRecord('sys_email_draft_attachment');
	gr.initialize();
	gr.email_draft=current.getUniqueValue();
	gr.content_disposition='attachment';
	gr.attachment='db52b786c3cc43109ffd7375e4013152';
	gr.insert();

})(current, previous);

With this setup, whenever a user clicks to compose an email, the attachment will be automatically appended to the draft. Users will be able to see the attachment already added to the email draft record (as shown in the screenshot).

If you find this helpful, please consider marking it as Helpful or Accepting it as the Solution.

Regards,
Harish

[Ankur Bawiskar]

@HarishKumar6668 

this won't work

This will copy file to each record and won't pick the files from current record

Did you test this part?