SAP Knowledge Base Article - Public

2780317 - Send Visit Attachments via Workflow Rule Email

Symptom

You want to send Visit attachments attached to a Workflow Rule email.

Environment

SAP Cloud for Customer

Reproducing the Issue

Prerequisite: a Workflow Rule to send an email for Business Object Visit with Attachment; further prerequisite is a Visit with Attachments.

When the Workflow Condition is fulfilled, the email is being sent but the only attachment is the Visit Summary and not the other attachments.

Cause

Only Summaries can be sent using a workflow rule.

Resolution

To include a PDF Summary as an email attachment, please select the PDF template and variant (language and country) in the workflow rule.

If no template is selected, no attachment will be added to the email.

Keywords

workflow rule, attachment, email, visit , KBA , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer add-ins all versions