So a recent requirement put to me was to send an email to customers with a specific attachment.
There was also a requirement to ensure the right people would get the email but that was fairly straight forward and manageable through Advance Find/Fetch XML.
I was quite keen to avoid development of a custom workflow activity or plugin to cater for this business objective.
After some investigating I found a fairly straight forward solution:
- Create an email template with the body/dynamic tags you wish to and attach the static attachment(in my case a PDF) here
- Create your asynchronous workflow as you normally would with the conditional logic and trigger points
- When adding the send email action, choose to use email template and call in the email template within the workflow