Action Attachments

Use the arrow next to the attachments button Attachments Button with Arrow 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.

    File Attachment rights control the Attachment operations that can be performed in CSM.

    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.