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genietim
genietimLegend

Add an attachment from card field to email templateSubmitted

I open this idea as I cannot find one that requests exactly this. I though I had opened one years ago, as this is something I struggle with quite some time (as can also be seen in my attempts to replicate this functionality by using the GraphQL API: https://community.pipefy.com/ask-a-question-78/how-do-i-use-an-api-uploaded-file-as-an-e-mail-attachment-using-the-api-983), but I could not find it. It might have been in the legacy Pipefy roadmap, https://roadmap.pipefy.com/. There are some ideas and topics that request something similar:https://community.pipefy.com/ask-the-community-43/add-an-attachment-from-card-to-email-template-125 asks pretty much exactly this, but it is not made an idea. The corresponding answer does not really solve the problem, but is just a workaround. Why these are not sufficient is explained below. https://community.pipefy.com/ideas/ability-to-email-form-as-an-attached-pdf-781 asks similarly for this in an idea, but asks only for a PDF generated from the card, not the card’s PDFs or attachments. https://community.pipefy.com/ideas/add-attachments-to-emails-1205 asks similarly, but only for a static PDF that is independent of the card’s fields Reasons why the workarounds are not sufficient:Certain documents don’t work in “just E-Mail” format, they have to be attachments/external documents: invoices for example, or any signed document really. Linking to the attachments only works if there is just one document per field. As there are no conditionals possible (see idea here: https://community.pipefy.com/ideas/conditions-in-e-mail-templates-700), nor are loops (see idea here: https://community.pipefy.com/ideas/enable-loops-in-e-mail-templates-1214), having an undefined number of attachments is just not compatible with linking them. Having linked documents implies extra clicks for users, in both directions. Using links might therewith be considered frivolous The links (if I cannot loop) that require copy-pasting as not clickable additionally look ugly and long — again, that looks untrustworthy if I send such an E-Mail to a client