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 must 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.
- Retrieve ActivityMimeAttachment: false=retrieve attachments from related notes. true=retrieve attachments from ActivityMimeAttachment (for appointments and emails)
- Select Most Recent Disctinc Files: Added option to only select the Most Recent file by distinct file name.
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.