If you are looking for sending email with an entity record attachment from Notes then this article is going to help you to implement this requirement. We will explain here how to send email using a workflow with an attachment from Notes regarding an entity. Let’s consider a business scenario where we have implemented a customer approval process and as soon as the customer approves we need to send him notification with an attachment in notes, this attachment contains the details about his account.
We can’t access an attachment from Notes in an OOB workflow so we need to write a custom workflow where we need to get an entity record attachment from an annotation entity and need to create an activitymimeattachment record and need to associate it with the email created. While creating the workflow we need to use a create step instead of sending the email so that we can refer to the email record id.
So mainly we need to use the following procedure to implement our requirements:
- Develop a custom workflow assembly to get an attachment.
- Create a workflow and use a custom workflow assembly step to send the email.
Let’s create a custom workflow. If you are new to custom workflow assemblies then please refer to our previous article to create a custom workflow. Create a class library project and add the required assemblies to your project. Let’s rename our class file to SendEmailWithAttachement and use the following code:
namespace EmailAttachment
{
public class SendEmailWithAttachement : CodeActivity
{
#region Variable declaration
[Input("TargetEmail")]
[ReferenceTarget("email")]
public InArgument<EntityReference> TargetEmail { get; set; }
#endregion
#region Execute Function
protected override void Execute(CodeActivityContext executionContext)
{
// Get context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
//Create service factory object
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
// Create Organization service
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// Get the target entity from the context
Entity AccountEntity = (Entity)service.Retrieve("syn_trialrequest", context.PrimaryEntityId, new ColumnSet(new string[] { "accountid" }));
AddAttachmentToEmail(service, AccountEntity.Id, TargetEmail.Get<EntityReference>(executionContext));
}
#endregion
private void AddAttachmentToEmail(IOrganizationService service, Guid AccountEntityID, EntityReference TargetEmailID)
{
//Get email details
Entity _ResultEntity = service.Retrieve("email", TargetEmailID.Id, new ColumnSet(true));
Comments
Join the conversation! Your thoughts help the community grow.