3504945 - [Main KBA] Dynamic documents as email attachments are not sending - Onboarding

Dynamic documents as email attachments are not sending.

SAP SuccessFactors Onboarding

1. Configure a business rule for dynamic document as email attachments
2. Go to Email Services >> configure above rule in relative email template
3. Email is triggered >> dynamic document is not sent

Cause 1: Email category/trigger used is not supported:

• Dynamic documents as attachment are generated during document flow; only email triggers under "(ONB) Document Flow Message Category" are supported:
  • (ONB) Document Signature Declined Message To Participants Trigger
  • (ONB) Document Signature task creation Trigger
  • (ONB) Document Signature task creation for new hire Trigger
  • (ONB) Document Signature task completion Trigger
  • (ONB) Documents signed by New Hire Trigger

Cause 2: Incorrect PFS credentials configured in provisioning.

Cause 3: Incorrect business rule configuration.

Scenario 1: 

Workaround: Maintain the text in attachment document directly into email body instead and add email tokens (e.g. [[FullName]], etc.) as per business needs for dynamic email content.

(*Note: Email body has maximum length "4000".)

Scenario 2: 3353847 - [Onboarding] Dynamic document in email attachment not triggered - SAP for Me 

1. Go to Provisioning >> Company Settings
2. Validate if PFS credentials configured is correct (e.g. URL with "/odata/PDF", user id & password is correct)
3. If not, re-save the correct credentials in provisioning and test again

Scenario 3: 3401645 - [Onboarding] All dynamic attachments are not sent via email - SAP for Me 

1. Go to Admin Center >> Configure Business Rules
2. Validate if document id configured in rule is correct
3. If not, modify the business rule and test again

• Configuring Business Rule for Dynamic Documents as Email Attachments | SAP Help Portal
• 3353847 - [Onboarding] Dynamic document in email attachment not triggered - SAP for Me
• 3401645 - [Onboarding] All dynamic attachments are not sent via email - SAP for Me

SAP, SuccessFactors, Onboarding, Email Services, Dynamic Documents as Email Attachments, Business Rule , KBA , LOD-SF-OBX-EML , Notifications , Problem