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This step allows you to retrieve attachments from one Entity, and attach them to a created Email record.
You can also filter the attached Files by FileName.

For using this activity you mus access here and select Entity Attachment To Email:


Then in the activity you can fill all the parameters:


The Parameters are:
  • Main Record URL: The URL of the Record that contains the source Attachments
  • File Name: Name of the file you want to find (multiple). You can use "*" to search other files. All the finded files will be added to the Email
  • Email: Email record to add all the Attachments.

Note: The Main Record URL, is a standard feature of Dynamics CRM, taht contains the full URL of a record. In this URL you have the entity type, and the record GUID. Right now this is the only way we have to pass a "Dynamic" EntityReference (with not hard coding an entity type) to Workflows Activities. If you pass this string URL as a parameter, in the Workflow Activity you can retrieve this entity Reference.

Last edited Jan 16, 2016 at 12:22 AM by demian_rasko, version 3