Email – Attach Multiple Documents

The ‘Email – Attach Multiple Documents’ activity lets you specify filters on how to find multiple attachments and attach them to the email. The activity will look for the file on the entity which the workflow is running.

Examples:

  • An account workflow generates an document from a Word Template then email it to the primary contact.

Input Parameters

Parameter Name Type Description Default
Email to Attach Files Lookup (Email) The email to attach the file to {null}
Max # of attachments (up to 20) Whole Number The max number of documents that can be attached. There’s a hard limit of 20. {null}
Filename can’t contain… (optional) Text If you want to exclude files that contain this text. You can use a pipe character ‘|’ to separate multiple terms to exclude. Ex: Internal|Private will ignore file names that contain either of those words. {null}
Filename must contain… (optional) Text If you want to match some or all of a filename. Does not accept wildcards, it’s a Contains match. Ex: .docx or Account Summary {null}
Only as far back as {value} Whole Number The numeric part of how recent a note has to be created in order to be considered. Ex: 5 minutes, 3 days, 2 years. 5
Only as far back as {units} Option Set The term part of how recent a note has to be created in order to be considered. Ex: 5 minutes, 3 days, 2 years. Minutes

Output Parameters

Parameter Name Type Description
# of Documents Attached Whole Number The number of documents that were attached to the email.