Need notification emails with excel files attached
Notification emails should contain an excel file of specific records that triggered the notification
John McGarvey commented
Adding a bit to this.
I also have user requests for out-bound Notifications Rules to include document attachments from the record that triggered the notifications.
Perhaps the Notification Rule setup can include a setting to identify which field (incase there are multiple) holds the document.
Thank you for the feedback! Notifications are typically sent as a quick reference for when one or two records are being changed at a time. Would you be able to provide more details for the use case to receive an excel file when being notified of the changes?