Set Up Attachments in Workflow Email Notifications

Workflow email notifications can have attachments. Many workflow tasks have this already set up by default. You can enable or disable email attachments, as well as set the maximum number and size of attachments.

Here's an example of attachments in workflow. When you request information from someone as part of the approval process, they might respond with a message and a file attachment. The email notification you get when they respond would include their attachment.

Enable or Disable Email Attachments

You can turn on or off email attachments for specific workflow tasks.

1. In the Setup and Maintenance work area, go to the Manage Task Configurations task in the Application Extensions functional area. Or, depending on your offering, you might use a different functional area or another approval setup task.

2. In BPM Worklist, on the Task Configuration tab, search for the workflow task in the Tasks to be configured pane.

3. Select the task from the search results and click the Edit task icon in the toolbar.

4. Click the Notifications subtab.

5. Expand the More section.

6. Select or deselect the Send task attachments with email notifications check box.

7. In the Tasks to be configured toolbar, click the Commit task icon when you're ready to roll out your changes.

Set Maximum Number and Size of Attachments

These settings apply to all workflow tasks that have email attachments enabled.

1. Click the Notifications icon in the global header.

2. Click Show All.

3. On the Notifications page, click the Worklist button.

4. In BPM Worklist, click your user name and select Administration.

5. On the Application Preferences page, go to the Notification section.

6. In the Maximum Number of Email Attachments field, enter a whole number to limit the number of attachments in a single email.

7. In the Maximum Size of Email Attachments (in MB) field, enter a whole number up to 10 to limit the size of individual attachments in the email. No matter what you enter here, the total size of an email, including all attachments, can't be more than 15 MB.

   Tip:

   If you want the emails to have links to files instead of having the files attached to the email, enter 0 in at least one of these two fields.

8. Click Save.