In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to upload a SharePoint document to an email in a workflow. For more information on how to create a workflow, please read this article here.
After creating your new process, you will be provided with the window where you can define the steps of your process.
Step 1: Create Email
First, you have to create an email by using the Create Record-step. Open the drop-down menu and select Email. By hitting the [Set properties]-button you can define the properties of this step. For more information on how to create an email, please read this blog article here.
Step 2: Create MSCRM-ADDONS.com AutoMergeWorkingIntems
Next, we want to create a new MSCRM-ADDONS.com AutoMergeWorkingItem, which makes sure that the SharePoint document will be uploaded to the email properly. To do so, please add a new step. Again, click on the [Add Step]-button and select Create Record. Then, type in a step description and use the drop-down menu below to set the Create:-section to MSCRM-ADDONS.com AutoMergeWorkingItems. Next, click on the [Set Properties]-button.
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