How Attachment In Field works?

[rslemer]

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

[joebordes]

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.

[rslemer]

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.

[joebordes]

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?

[rslemer]

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

[joebordes]

the evalwf.php script can help debugging workflows:

http://corebos.org/documentation/doku.ph...#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...erties#L50

[joebordes]

I think I fixed the editing attachment issue:

https://github.com/tsolucio/corebos/comm...caa3aa9e3f

[rslemer]

Works.

what the use for a "Attachment In Field" selection?

Always I leave this field in blank, and works too...

[joebordes]

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.

[rslemer]

Ah, ok

In my case, I select a file into coreBOS, that working without this information, right?