Attaching Transactions to an Email
Use the Include Transaction property in Attachments section for a Send Email action to attach a the details of a transaction record. Attach transaction details for workflows based on any transaction record type.
For example, you can create a workflow that automatically sends an email when an order is placed in the Web store or sends an email with a packing slip whenever an order ships.
To include a transaction with the Send Email action:
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If you have not already done so, create a Send Email action.
See Creating an Action and Send Email Action.
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Under Attachment in the Parameters section, enable Include Transaction.
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Specify one of the following options for the Type property:
Option
Description
Inline - Above
The transaction details appear above the body text of the email.
Inline - Below
The transaction details appear below the body text of the email.
Default
The transaction details are attached based on the customer's email preference from the Preferences tab of the customer record. If the customer's email preference type is also set to Default, the transaction details are attached according to the email preference of the current user in the workflow.
HTML
The transaction details appear as an HTML attachment in the email.
PDF
The transaction details appear as a PDF attachment in the email.