Send email including all related documents as attachments

Hi all

I’m sending an email from the case object, and want to include all related documents as attachments. This doesn’t appear to work (i don’t get any attachments) i assume you can’t get attachments from a 1 - many relationship. Is there a way to achieve what I need?


Hi Kevin,

I just tried this out, and the email was sent with multiple attachments. I am assuming you have the relationship between the case and the documents; they are not excluded by a subset and your email message is set up to have an attachment type of Record. If none of those help, I would be happy to go over it with you - just let me know.


It’s good that it works. It would be good if we could find a time to review this on a call, I’ve no subsets, and i think i’ve set it up the same as you.