121
edits
Changes
→Task 3 - Send Approved Receipt
6. You can also add attachments to the email template here.
:::* To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
:::* You can attach multiple documents. They will need to be delimited by semicolons.
7. You can use the Variable Syntax helper (found in the configuration mode shortcuts list) to test your email template against a record.
:::* Copy the email template and paste it into the helper. This will allow you to confirm that you are populating the correct information in your email template.
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]
====Task 4 - Create Progress Report====