Is there a way to have an additional attachment send on the email when selecting "Save & Email" on a purchase order?

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that there is a way to have an additional attachment sent on the email when selecting "Save & Email" on a purchase order. This can be achieved through a custom workflow action script or by using a combination of custom fields and workflows. Here's a step-by-step guide based on the conversations: 1. Create a saved search that sources the internal ID of the file you want to attach to each Purchase Order record. This transaction saved search should display the internal ID of the files attached to each record. Filter it to ensure it is selecting the correct file for each record, especially if there are multiple or unwanted files. Put a Summary of Max on the file.internalid field and add a filter of InternalID on the saved search. 2. Create a custom body field (Free Text) where store value is False and the saved search you made is the field source (Under validating and defaulting). 3. Create another custom body field (Type Document) and have a scheduled Workflow run that will set the custom body document field using the internal ID you set in the Free Text field. 4. You can then use that custom body document field as the attachment in your Send Email action. 5. Alternatively, you may be able to use the same scheduled Workflow with the send email action. Just put the sourcing of your document field first, then send email after it in the list of actions. So when your Workflow runs, it first sets the Document field, then sends the email using that document field as an attachment. Remember, when sourcing the document field, you need to use a formula and the formula is your text field. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******