Email attachments

Email attachments is a must have when building automations that involve email communications.

Prerequisites

1. Procesio Document Template
2. SMTP server

How to

1. Create the SMTP credential.

2. Create the document template (you have the ability to use variables in your templates).

4. Create the process.

5. Configure the actions:

a. Generate document

Create the process variables:

• <%vacation%> - output variable of type File.
• <%StartDate%> - input DateTime variable.
• <%EndDate%> - input DateTime variable.
• <%Reason%> - input String variable.
• <%Name%> - input String variable.

Click the Generate Document action:

• Select the document template*
• type a name for the file you will create
• choose the File variable that will store the document.

Click Map Document Data and use the following configuration

b. List Add

• create the list variable <%attachment%> of type File.
• use the following configuration to add the <%vacation%> file variable in to the <%attachment%> variable.

c. Send Email - add the configuration and map the <%attachment%> variable to the email.

6. Save, Validate and Run the process. You will be asked to enter the values of the input values. Click Run again.

7. Click Check instance to view the result.