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Marianne KomeskiMarianne Komeski 

Object documents attached to approval request email


We would like to have documents attached to a custom object record (Notes & Attachments) be sent with the approval request email once that record has entered the approval process.  Is there anyway to do this?

It would be nice if when setting up the approval process, admin could just click a button similar to 'include record documents with approval email request'; but seems that is not available?

Alternately, set up a second email alert with documents attached that follows the approval process and is triggered each time an approval step is marked as approved.  That then triggers email with documents attached to next approver in process.

Have spoken with Conga and created a button, but having difficulty figuring out how to include 'next approver' in query to populate email address in secondary email.

Help greatly appreciated.
Daniel B ProbertDaniel B Probert
have you seen this?

Darryl Singh 2Darryl Singh 2
If you want to be able to attach documents to approval emails, vote on this idea.  The idea has generated a lot of enthusiastic comments and over 50 votes, but Salesforce has yet to be impressed - time to pile on!