Sending an email containing Documents attached to a Case

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

Hi
I want to create a workflow that when a file is uploaded to a case it will send an email containing the file to the case contacts.

I cant see a way to do this. I can send the email fine, but i cant find away to attach said document.

any ideas?

2

Hi, welcome to the Community! :tada:

If the option to add the attachment is not there in the Workflow, you’d have to create a bit of custom code to do what you need.

(or use a more generic solution like my PowerReplacer SuiteCRM add-on)

3

the one referred to is PowerReplacer SuiteCRM add-on