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Scenario Overview

The business scenario here is that you have an Accountancy firm that generates end of year accounts for its customers. At the end of the financial year for each customer they need to send an email with the end of year accounts & a signature page. These two documents will be attached to the Account entity. Please note this is a very simple setup for the sample just to get the concept across. In reality there would be a more robust way to select find the attachments.

So in this scenario the users needed the ability to execute a workflow on an Account record which would, 

  • Generate an Email
  • Find all the attachments on the account record
  • Add these attachments to the Email created above

Account Record

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