how to attach a file from a transaction to an email being sent from the system

AI generated answer (using internal Slack threads):

To attach a file from a transaction to an email being sent from the system, you can use a custom workflow action script. The standard email action does not have access to the record attachments. Here are the steps you can follow: 1. Create a saved search that sources the internal ID of the file you want onto each Invoice record. This should be a transaction saved search that displays the internal ID of the files attached to each record. 2. Filter the saved search to make sure it is selecting the correct file for each record. If there are multiple files or unwanted files, you need to handle them appropriately. 3. Put a summary of Max on the file.internalid field and put a filter of InternalID on the saved search. 4. 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). 5. 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. 6. You can then use that custom body document field as the attachment in your Send Email action. Alternatively, you can 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. ******