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I sometimes use the Events tab to send an email on successful completion of a workflow. You can edit the body and subject and also add an attachment. The only limit with this method is that your attachment filename obviously needs to be static and your workflow needs to overwrite it every time (otherwise you'll attach the wrong file!).
Hi David, this is not really what i'm after but useful still for some of my scheduled workflows !
I want to send an email for each record that i have - i am able to do this easily - i have used the visual layout to create a pdf that will be unique for each customer/record that i would like use as an attachment, however - it will not let me send this is it a common error ? says there is an error opening file :(
I apologise for taking a while to get back to you - I was kinda hoping someone else would jump in with a bright idea!
I'm not that familiar with the Visual Layout Tool. I had a quick look at it and from what I can see, this is my understanding:
The Visual Layout Tool generates a Layout and not actually a PDF file, so there wouldn't be anything that you can attach to the email tool.
In order to generate the PDF files, you need to use a Render tool , which you can configure to save the files to a folder using the following options:
You might have to play around here to get the Render Tool to generate an individual pdf file for each customer.
Once you have the files generated, you can add your email tool and configure it with the various fields to pick the the email address, Subject, attachments, etc from the fields you defined that contains that information.
Note that the Render tool does not have an output. You need to connect your email tool to a point in your workflow that contains all the data needed for the email tool such as email addresses, subject and the location of you pdf files. Look out for the File name from field value button when you click add to hook up the attachments.
Apparently, the email tool will always be the last tool to execute in a workflow.