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Microsoft Dynamics CRM (Archived)

Workflow on Attachments

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Posted on by

If anyone adds any attachment, an email should be sent to me. How can I create this workflow?

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  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

     Hi, Taher.

     

    It seems that there no supported posibility to create a workflow which will react on attachement creation. But it seems possible to create a Post Create plugin on annotation entity (notes and attachements) on Create message which will sent email to you. I hope this will help you.

  • Inogic Profile Picture
    748 on at

    Hi Tahir,

    You can design a workflow based on Note entity that run on Create event.

    The check condition should be

    If Note --> IsDocument = True then

    The step should be to send the email.

    In the email you can add the Note properties to get the name of the file attached and other details.

    Hope this helps!

    Sam

  • Taher Ali Profile Picture
    on at

    Thanks! It works.

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