Installing a new version of HarePoint Workflow Extensions will not disrupt the functionality of workflows that use an older version of Send E-mail with Word Document as a Body. Be the first to rate this post. However, if you are using SharePoint Designer Workflows then you may want to consider Microsoft Flow. It is time to create the Flow that picks up the newly converted file and send it via email. Before you attach files to your email, you will need to download them first from a SharePoint document library. However, I am not sure what is the best way to send attachments in SharePoint. I'm struggling trying get the links to the attachments included with the approval. If you liked this article, then please share and co mment. Our flow will trigger, on this new item being added. Hopefully someone will see this one day and there'll be an answer they can share with us for Nintex. Transferring metadata from an InfoPath form to SharePoint document library fields, Convert InfoPath form to PDF with SharePoint workflow, Workflow approval by e-mail in SharePoint, SharePoint & Google Analytics. In SharePoint, we have two option for sending an email with attachment either by Workflow or Microsoft Flow service. Click on stage name “Send an email” to see workflow status. After a few seconds the PDF rendition should be placed in the Email Files Document Library. PDF Conversion with…, HarePoint Active Directory Self Service: configure…, How to download and process XML file in SharePoint Workflow. Create the action to send the an email Select Actions, and then select Send an Email. See this blog post for details. 3. During one of the state transitions, I want to send an email to people who are part of a certain group with a zip file of documents uploaded in last 5 days. I am a newbie in sharepoint. If you create a list level workflow, you can use Get Attachments to Dictionary in conjunction with Join Dictionary Values to get attachments from current item (or any Item by ID) into array and join it into the string. When user submits the form it should send email to specified email address with file attachment. Hi there, am trying to build an automated Approval triggered from a SharePoint list which contains attachments. The idea was to easily create a document with complex formatting in Microsoft Word and then send an email based on this document. In SharePoint Online we have used the Workflow to send an email notification to the user/group, but in some cases, we don't want to create a workflow just for email. We frequently receive questions about how to send a SharePoint file as an attachment using email via a workflow. However, if you are using SharePoint Designer Workflows then you may want to consider Microsoft Flow. SharePoint ships with an Email Workflow Action out of the box, which is unfortunately very limited in its abilities. We cannot add an attachment with this API call (SP.Utilities.Utility.SendEmail) What we left with the alternative is to implement a SharePoint 2013 workflow, by using 2010 Workflow inside it, however we cannot use the workflows based on business requirements. Flow and SharePoint : Send Email with Attachment - unreadable Attachment's content 06-27-2018 09:11 AM. In the Define Email Message dialog, select users from the existing Users and Groups, or enter your own email address in the To field. This approach works for SharePoint 2013 / 2016 / 2019 as well as for SharePoint Online in Office 365. In the action, select these users. Go back to the list and run the workflow. The flow will get all the attachments on the item, construct an array of all the attachments and finally we will use this “array of attachments” and send it out on an email… This is the method we are all accustomed to, as we have been attaching and emailing things for quite some time. Cons: The biggest disadvantage is that if you need to share … The new activity allows you to send emails with attachments and it is absolutely free, as well as all SharePoint 2013 workflow activities by Virto! Option 1: Download a file, send as an attachment. Our company has a email address that functions as a archive, I want to send a email from a workflow on a list item with the whole item as a attachment or in the email. No votes so far! I have searched and see there's an upcoming release (or workaround) for attaching the actual attachments, however I am just trying to link directly to them. Required fields are marked *. Send rich emails with attachments from a SharePoint Designer Workflow. This article will show how to configure SharePoint 2013 workflow to send bulk email with attachments to external users. See, Installing the PDF Converter for SharePoint Online App, Video Tutorial - Converting emails, including all attachments, to PDF using MS Flow, Video Tutorial - SharePoint Online / O365 - Building a simple PDF Conversion workflow, How to elevate App privileges to access advanced Features. The idea was to easily create a document with complex formatting in Microsoft Word and then send an email based on this document. I tried option 1 where: I created a list item in sharepoint 2013 and selected edit with Nintex form, by default it gives me attachment control to allow file upload. Microsoft and the Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. We are sorry that this post was not useful for you! For many business tasks it is required to send mass messages to customers or employees. Here we will discuss on Microsoft Flow service. Finally, we are able to get attachment links and put it in the workflow email along with all the list fields and values. Your email address will not be published. I am using SharePoint 2013 to implement a custom workflow application. Request you to please suggest an approach/alternative for “Sending Emails in SPO to external users and tenant users”. Pros: That’s how we did this for the last 20 years. Posted at: 13:49 on 29 December 2009 by Muhimbi . I don't know how to trigger email generation with file attachment from here. Now, it can be done with the same workflow action – Send E-mail with Word Document as a Body, just a new (optional) parameter has been added – an array of URLs of documents to be attached: You can see whole process of creating such a workflow in this video: Do not be confused with the fact that it needs an array, even if you intend to attach only a single document. How to develop a 'Send email with attachment' SharePoint Designer 2010 custom workflow activity So fare this blog has been just about leisure, it's time to talk a bit about serious stuff. There are several ways how an array with the URLs can be easily obtained or created: At HarePoint, we always consider that a product upgrade needs to be as safe and smooth as possible. HarePoint has recently announced a new workflow action – Send E-mail with Word Document as a Body. HarePoint has added such functionality in version v.2.12 of HarePoint Workflow Extensions. If you are using Nintex Workflow then this is easy as that product ships with a workflow Activity that allows email (including attachments) to be sent. For more info about the email trigger using workflow click HERE. You don’t even need to remove this action and add it again to get the new functionality, neither you need to re-publish the workflows; it will be automatically updated with the product upgrade. This Article is TAGGED in SharePoint 2013 Workflow, SharePoint Workflow, Workflow. If you have followed everything in this article then you should receive an email with the attachment links for each item as below. To illustrate this, we will be creating an item on a SharePoint list and attach a few files to it. Recipient email | user input; Reipient name | user input; AttachmentArray | attachments form previous step; From (send as) | user who started the flow; The whole Flow should look something like this: When you are all done, click Save, Test, and Share with your users. Is We hope this article helped you learn how to send an email using SharePoint workflow and utilize all the features available to you. Recently, I came up with a requirement to send an email with attachment in Office 365 (SharePoint Online). (My workflow needs to send these emails to the mailbox anyway) There does seem to be a demand for this kind of action though, I've even seen plumsail are trying to sell an add on to SharePoint Designer with the 'send email with attachments' feature. This needs to be a custom functionality wherein for each line item in a jQuery Data table (as shown in below image), a user needs to send an email with an attachment to a specific email … In the ideal case, we would create a SharePoint workflow that would wait until a designated time, send a reminder email, schedule the next reminder time, and wait again. Hello fellow flowers ! On the other hand, if you need new functionality, the only thing you would need to do is to specify an array in the last parameter to add attachments, keeping all other parameters unchanged. One of the most common (sub) tasks executed from a SharePoint workflow is the submission of an email. Virto SharePoint Workflow Kit is a no-code set of 230+ SharePoint extensions for creating custom SharePoint Workflows 2010 and 2013 using SharePoint Workflow Designer. In a project I have been involved with, our customer wants to send an email with an attachmed document file. This workflow action has become so popular, that our customers even requested a feature: to be able to add attachments to such e-mails. In this article, I will share how can we send emails using REST API (SP.Utilities.Utility.SendEmail). There is related article about this action in our blog. The recipient should receive an email with the files attached. You can just keep the workflows as they are if you don’t need to attach files to emails. Hello everyone, in this blog we will discuss on 'Email with an attachment from SharePoint document library' using Microsoft flow. Your email address will not be published. If you are using Nintex Workflow then this is easy as that product ships with a workflow Activity that allows email (including attachments) to be sent. Close SharePoint Designer and check that the new workflow works by uploading a new file to Auto Convert Files. However, SharePoint Designer workflows do not give you the ability to loop in this manner. Why choose…, Compress and resize images when they are uploaded to…, Send Meeting Request Using SharePoint Workflows, Generation of the invoice. We frequently receive questions about how to send a SharePoint file as an attachment using email via a workflow. HarePoint has recently announced a new workflow action – Send E-mail with Word Document as a Body.There is related article about this action in our blog.. How can I specify which InfoPath view(s) to convert. When you are configuring Send Email workflow action, you might need to specify attachment URLs. 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