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.

[HarishKumar6668]

Hi @Ankur Bawiskar,

I haven't included one additional step earlier. You would also need to query the Attachment table and retrieve all attachments associated with the current record.

In the Email Draft table, the Target Record field refers to the current record, which can be used to identify and fetch the relevant attachments.

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

Thanks & Regards,

Harish

[Ankur Bawiskar]

@NaveenK08632274 

that's what the OOTB behavior is

You require a custom solution to handle that

for that I already shared links above

Did you get a chance to check that?

[NaveenK08632274]

I have checked the shared links, and based on the article, I tried, but it is still not attaching in the compose email.

[Ankur Bawiskar]

@NaveenK08632274 

you can train your agents to add file using this and they can add whatever files they want to that email which goes out from email client

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[NaveenK08632274]

I verified this solution, and it is working, but it requires a manual step to attach the file. Instead of this, I tried to automate it—when I select the email client template condition, it currently only opens the compose email. The attachment is not added automatically. I need the attachment to be included automatically without manually adding it or selecting it from the record.