I have a requirement to send out email with file attached. Example, i want to send out email on change record with implementation plan document attached to that email?
This is an similar logic behind scheduled reports.
Just pick any out of the box notification template which includes a RICH_TEXT field.
You can even use the "Send email" action from the "More" menu. Obviously make sure you picked a record where you dragged an attachment in the Description.
Thank you. The suggestion only works if the attachment file is dragged into the RICH_TEXT field and the attachment doesn't reflect on the attachment tab.
But isn't a way to send the actual files from the attachment field via mail. Tried including the attachment field in the mail template and it just sent out the field content [file name, size, attachment id].
Potentially if i can automatic assign the attachments into a RICH_TEXT field would be alternative way to send out those files, but again i can't assign the attachment into RICH_TEXT field, it just assign the content details [attachment id, file name, etc]
The "Attachment" field is a complex field, storing the list of files and the attributes. Just adding it to a template will not be enough.
If the requirement is to send the entire list of attachments, please submit a new idea.