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Hey Aaron,
You definitely can, in the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments.
It's hard to see here is a screenshot:
- Mortaza
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Hey Aaron,
I have seen this before and it will be a lot easier to troubleshoot via screen share with one of our Support members.
Please call us at our Support line 1-888-925-6238 option 2 and we can look into the issue together.
- Mortaza
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Hey James,
We have received no other reported incidents, I'll continue monitoring.
- Mortaza
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Hey,
You need to click on Show for section: 'Add /Edit Activity' and leave the other sections hidden.
For the custom section you created you will also need to make sure it's not hidden.
- Mortaza
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EDIT: figured it out - If Not(String.IsNullOrEmpty(item))
Hello! I am still improving this report with customized summaries and after I followed Matt's instructions, it works great. Until the input is empty - the picked dates generate no data and the report should be empty.Then I get an error message, because I ...
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Hello,
Is it possible to generate two different reports and store them in the same action result in a way that it can be passed to the "Attachment Location" option of the "Send Email" action? For example, if I wanted to dynamically build two different estimates for a customer and then attach both of them to the same ...
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Perfect. Thank you.
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Hey Aaron,
Please reference THIS thread. I believe this should be the same process for Merged Fields in Character Functions.
If not let me know and we can take a further look.
- Mortaza
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Is there any way to attach multiple files (such as estimates) to a single email using a method similar to this?
--Aaron
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OK, I got it to work as described in the thread you referenced. However, It will only allow one file to be uploaded as an attachment. Is there a way to add more than one? This is important when emaileding out multiple estimates to customers.
--Aaron
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