Action Attachments
Use the arrow next to the attachments button
to select the type of attachment:
- Attachment Manager: Adds Attachments from the Attachment Manager.
- Browse: Adds files from a computer directory as attachments.
- Custom: Opens the Custom Filename Builder and provides the name of the file (using text and/or Tokens) to attach to the e-mail.
- From Records: Opens the Define Rules for
Attachments window and selects criteria for
which Business Object Attachments to
include in the e-mail. This is useful if the Action is run against records
that contain multiple Attachments.
Option Description All Attachments/Files Includes all Attachments/files from the selected Business Object/directory. First Includes the first defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number. Last Includes the last defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number. If First or Last is selected, Attachments/files are sorted in alphabetical order if they are from a directory, and by the order of appearance on the Business Object's Attachment Bar if they are from a Business Object. Include Attachment/File Includes Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Specify the file masks, using semicolons to separate each mask. Exclude Attachment/File Excludes Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Specify the file masks, using semicolons to separate each mask. Minimum Size Includes Attachments/files that are of a minimum defined size, and then provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte. Maximum Size Includes Attachments/files that are of a maximum defined size, and then provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte.