I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it?
No, an email template is a ‘template’ you cannot attach files to templates.
When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.
For all the records that get inserted into the Creatio table (Objects: section, details, or Lookup) the inserted record is distinguished by the "Id" (GUID Type) column which is a unique identifier for the record.
If an additional column has to be considered into account before inserting a record, then a custom implementation has to be made to validate the additional field value.
Please click, view and select display columns and add Id, and Name. Then Id field will be displayed with a unique value for each record.
.jpg){kind=avatar}
