SAP Knowledge Base Article - Public

2780317 - Send Visit Attachments via Workflow Rule Email


You want to send Visit attachments attached to a Workflow Rule email.


SAP Cloud for Customer

Reproducing the Issue

Prerequisite: a Workflow Rule to send an email for Business Object Visit with Attachment; further prerequisite is a Visit with Attachments.

When the Workflow Condition is fulfilled, the email is being sent but the only attachment is the Visit Summary and not the other attachments.


Only Summaries can be sent using a workflow rule.


To include a PDF Summary as an email attachment, please select the PDF template and variant (language and country) in the workflow rule.

If no template is selected, no attachment will be added to the email.


workflow rule, attachment, email, visit , KBA , LOD-CRM-ACT-VST , Visit Planning , How To


SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions