Send email using formula and attach document

[rabii]

Hi Folks,
I have a simple workflow for contact, when a document is created for the contact i want to send an email to the contact using formula and want to attach the contact related document file into the email as attachment, any help will be much appreciated. below code that didn't work.

// Find document related to the contact
$documentId = record\findRelatedOne('Contact', id, 'documents', 'createdAt', 'desc');
// get document name
$documentName = record\attribute('Document', $documentId, 'name');
// Get the attachment for the given document
$attachmentId = record\findOne('Attachment', 'relatedId', $documentId);
// Prepare email body content
$emailBody = string\concatenate( 'Please find attached required document', $documentName, '\n', 'Cheers', '\n' );
// Create email record
$emailId = record\create('Email', 'to', entity\attribute('emailAddress'), 'status', 'Sending', 'subject', 'Required Document', 'body', $emailBody, 'isHtml', true, 'attachmentsIds', list($attachmentId) );
// Send email
ext\email\send($emailId);

Many thanks

[Vadym]

Hi rabii,

$documentId = record\findRelatedOne('Contact', id, 'documents', 'createdAt', 'desc');

$documentName = record\attribute('Document', $documentId, 'name');

$fileId = record\attribute('Document', $documentId, 'fileId');

$attachmentId = record\create('Attachment',
'role', 'Attachment',
'type', record\attribute('Attachment', $fileId, 'type'),
'size', record\attribute('Attachment', $fileId, 'size'),
'global', record\attribute('Attachment', $fileId, 'global'),
'name', record\attribute('Attachment', $fileId, 'name'),
'sourceId', $fileId,
'storage', record\attribute('Attachment', $fileId, 'storage')
);

$emailBody = string\concatenate(
'Please find attached required document: ', $documentName, '<br> Cheers');

$emailId = record\create(
'Email',
'to', entity\attribute('emailAddress'),
'subject', 'Required Document',
'body', $emailBody,
'isHtml', true,
'status', 'Sending',
'attachmentsIds', list($attachmentId),
'parentId', id,
'parentType', 'Contact'
);

// ext\email\applyTemplate($emailId, 'some-email-template-id');
// (Note, when using a template, the following parameters described above do not need to be defined: 'subject', 'body', 'is Html')

ext\email\send($emailId);

[muulox]

Hello,

I integrated this code in my espocrm but the system is sending 2 emails separately 1. The attachemnt / 2. My template.
My question: in this code ""ext\email\applyTemplate($emailId, 'some-email-template-id'); i need to modify the 'some-email-template-id' ?
What i'm doing wrong?
Thank you!

[rabii]

hey i have noticed that you use both code below

ext\email\applyTemplate($emailId, 'some-email-template-id');
// (Note, when using a template, the following parameters described above do not need to be defined: 'subject', 'body', 'is Html')
ext\email\send($emailId);

both lines of code above will send email that is why the email was sent twice, you should just use one of them. the first line of code

ext\email\applyTemplate($emailId, 'some-email-template-id');

allows you to send an email using a template and you need to replace some-email-template-id with an Id of an email template in your system. otherwise if you want to inline the body the you should just use

 ext\email\send($emailId);

read this to understand the different between both functions. https://docs.espocrm.com/administrat.../#extemailsend

hope this helps

[muulox]

Thank you! Another question where i find the email template id?
I got it, it is the url /#EmailTemplate/view/63e1386e46138191b

[rabii]

that is correct