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Create workflow that emails notes and attachment names RRS feed

  • Question

  • I have a workflow that emails a specific person any time notes are added, and it inserts the note text into the body of the email using the dynamic Description field value, but need two things if possible, I need it to ONLY trigger when notes are added to a Lead, and to also insert the filename of any files attached to that note. The one I have now triggers when ANY note anywhere is created and I can't figure out how to insert the name of the attached file.
    Monday, August 18, 2014 3:28 PM

Answers

  • Try something like this. First check that the regarding is a lead by testing that the lead’s name contains data (I am assuming that the name is mandatory in your lead implementation, if not use topic or some other mandatory field)

    Then in your email body, you can use the File Name and/or File Size.

    Hope this helps.


    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

    • Marked as answer by nasyrax Tuesday, August 19, 2014 2:17 PM
    Monday, August 18, 2014 10:40 PM