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Attachment sending via e-mail, possible? SD 4.5, SP20.

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Dusko Milosevic
Regular Collector

Attachment sending via e-mail, possible? SD 4.5, SP20.

Is it possible to send some attachments via e-mail using database rules? It is usefull for us to receive a .pdf of maintetnance contract every time SC is created with the CI that is under particular maintenance contract.

I am using SD 4.5, SP20.

Thank you,

D.
2 REPLIES
Ruth Porter
Honored Contributor
Solution

Re: Attachment sending via e-mail, possible? SD 4.5, SP20.

Hi Dusko,

From SP 17 you can send an attachment on an email with a DB rule by using the Attachment classification. You need to set up these attachment classifcations (Tools>System>Data>Codes>General). You attach the file you want to send to the record and set its classification to a specific value and in the DB rule action specify you want to send attachments in this specific value.

See the attached

Hope this helps

Ruth
http://www.teamultra.net
Dusko Milosevic
Regular Collector

Re: Attachment sending via e-mail, possible? SD 4.5, SP20.

Thx Ruth, very much.

D.
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