![]() |
How Attachment In Field works? - Printable Version +- CoreBOSBB (https://discussions.corebos.org) +-- Forum: Support (https://discussions.corebos.org/forumdisplay.php?fid=17) +--- Forum: Administrator Support (https://discussions.corebos.org/forumdisplay.php?fid=8) +--- Thread: How Attachment In Field works? (/showthread.php?tid=699) Pages:
1
2
|
How Attachment In Field works? - rslemer - 07-31-2017 How Attachment In Field at workflows works? I wish a specific document attached in contacts is send, thru workflow, to another user, when specific condition is true. It is possible, if I use this functionality ? Thanks RE: How Attachment In Field works? - joebordes - 08-01-2017 This option expects the contents of the selected field to be a path to the file you want to send. How that path is filled in is not defined. If you update your code as of today. If you add a relation field to Documents and select the "Document File Name" the attachment on the document will be sent. So, yes, as of today, you can do what you are asking for. RE: How Attachment In Field works? - rslemer - 12-04-2017 Joe, Sorry, I don't know if I understand what you try to explain me. I did that First I loaded a new file, thru documents module After that, I did click on select a document, and select the previous doc, in PPT format, I have loaded in CRM. This screens shows ( see attached image ). But now does not working anymore. RE: How Attachment In Field works? - joebordes - 12-05-2017 I tested that code Saturday when I implemented the create email on workflow send that you reported. I setup a workflow that sends emails to the lead and has a document as an attachment. Not only did I received the attachment but also you can see it in the email history of the lead. See if the email landed in your spam folder. Is the email visible in the email related list? RE: How Attachment In Field works? - rslemer - 12-05-2017 Can be any error in my workflow there any tool for test a workflow? I am referring to my workflow and it works now. Another thing, when you edit a workflow, with an email with attachment, the system does not show that you have an email attachment send sent along RE: How Attachment In Field works? - joebordes - 12-05-2017 the evalwf.php script can help debugging workflows: http://corebos.org/documentation/doku.php?id=en%3Adevel%3Ahelperscripts#evalwfphp http://blog.corebos.org:8080/en/blog/scheduledworkflows there is also a specific debug log which you can activate for background processes, specifically workflows https://github.com/tsolucio/corebos/blob/master/log4php.properties#L50 RE: How Attachment In Field works? - joebordes - 12-05-2017 I think I fixed the editing attachment issue: https://github.com/tsolucio/corebos/commit/4093b2cc4a31e807df398a8055654bcaa3aa9e3f RE: How Attachment In Field works? - rslemer - 12-06-2017 Works. what the use for a "Attachment In Field" selection? Always I leave this field in blank, and works too... RE: How Attachment In Field works? - joebordes - 12-06-2017 That option expects the contents of the selected field to be a path to the file you want to send. How that path is filled in is not defined. In other words, you select a field there that contains a path to a file that you want to have included in the email. The only thing necessary is that the web server can access that path to get the file. RE: How Attachment In Field works? - rslemer - 12-07-2017 Ah, ok In my case, I select a file into coreBOS, that working without this information, right? |