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Customer experience | Sales, Customer Insights,...
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error sending automatic mail with attachment

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Posted on by 448

Hi all,

I send an email to some user when a file is added in CRM.
When I insert the file the program asks to save before adding the file, so Automate throws this error .... when file is added the flow work well.

Can somebody suggest some idea to prevent the first step (save before attaching file) error?

Thanks for any idea or suggestion

pastedimage1673538612234v1.png

I have the same question (0)
  • Pradeep Rai Profile Picture
    5,489 Moderator on at
    RE: error sending automatic mail with attachment

    Hi,

    Can you please explain more?

    Like trigger point is when any documents added in system then power automate triggers.

    After trigger, you are retrieving the document and then downloading the same document in next steps?

    and in download steps you are facing issue for document not find?

    Please confirm my understanding and it would be helpful if you share more details.

  • Pradeep Rai Profile Picture
    5,489 Moderator on at
    RE: error sending automatic mail with attachment

    Hi,

    I tried to create below power automate and it works for me.

    1. On Account entity, I created on File Type field and added on form as shown below:

    pastedimage1673549134684v1.png

    2. Now, in power automate i have below trigger condition:

    pastedimage1673549193111v3.png

    Now, in download step i just select the File Type field as shown below:

    pastedimage1673549255126v4.png

    With these two steps, when i ran the power automate it shown the base64 data in success result as shown below:

    pastedimage1673549383167v5.png

    Please share details if you have different need.

    Thank You,
    Pradeep Rai.

    Please mark the answer as VERIFIED. If it helps you.

  • Suggested answer
    Eiken Profile Picture
    on at
    RE: error sending automatic mail with attachment

    Hi,

    I think that Pradeep's answer has solved your problem.

    I suggest you to check that if the trigger contains "add" and change it to "Modified"

    It is worth mentioning that if you want this flow only work after the record is added, you can try to add two triggers.

    pastedimage1673603040960v1.png

    It still works.

    pastedimage1673603117368v2.png

  • DiePic Profile Picture
    448 on at
    RE: error sending automatic mail with attachment

    Hi Pradeep Rai 

    thanks for suggestion, I've a case as your. I try to replicate:
    pastedimage1673603540144v1.png

    but result is the same: 


    1st in red give the error of "no file attachment"

    2nd works
    pastedimage1673603572902v2.png

  • Pradeep Rai Profile Picture
    5,489 Moderator on at
    RE: error sending automatic mail with attachment

    Hi,

    Thank you for details.

    I have one question,  what is the use of steps 2 because the records GUID we can get from trigger point

  • DiePic Profile Picture
    448 on at
    RE: error sending automatic mail with attachment

    Hi Pradeep Rai 

    pastedimage1673605955477v2.png

    In the trigger I'm not able to find the complete name of file attached that I insert in final mail

  • Pradeep Rai Profile Picture
    5,489 Moderator on at
    RE: error sending automatic mail with attachment

    Will check on this.

  • DiePic Profile Picture
    448 on at
    RE: error sending automatic mail with attachment

    Hi Pradeep Rai 

    in other flow  that I've find in my organization (send an email when opportunity is acquired), I find a similar trigger that is working well with parameters highlighted.
    In my flow the parameter to put in "Select Columns" is "cr07a_fileoppallegato", but i dont know the parameter to insert in "Filter Rows" to try ....

    I thought that something like "cr07a_fileoppallegato ne null" but the flow doesn't start.


    pastedimage1673607208474v2.png

  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at
    RE: error sending automatic mail with attachment

    Please try by removing filter condition and you can get the filename from "opportunity" entity it self.

    For e.g. on opportunity you have file type field with logical name as cr07a_fileoppallegato then just add "_name" at end during record retrieval as shown in below example done on account entity.

    pastedimage1673609478710v1.png

    After runs,

    pastedimage1673609549155v2.png

    Actual logical name:
    pastedimage1673609602618v3.png

    Hope this helps.

    Thank You,
    Pradeep Rai.

  • DiePic Profile Picture
    448 on at
    RE: error sending automatic mail with attachment

    Hi  Pradeep Rai 

    thanks for your cortesy and your kindness.
    Maybe I've not understood, my english is not so good  ...

    I have no filter condition in any step .... I try to put some filter to avoid the problem of error (1st post) when create the document, that get well when I attach the file.

    In "opportunty" I have no files attached; files are attached to "Opportunità_Documenti" (opportunity documents in english)....I take a look at output of opportunity table and there are nothing about attachments.
    My last post was a question, if there is a possibility in a similar way.

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