Business Integration Solutions documentation

How to: Set up the Attachment Generator activity

Use an ATTACHMENTGENERATOR to attach Microsoft Dynamics 365 Business Central reports or files to an outgoing message.

Settings

Field	Description
Type	Select a type. Report: attach a report. File: attach a file, uploaded via Import Attachment.
Name 1	Either the report name or the file name.
Report Format	PDF only. Word and Excel formats are no longer supported.
Attachment Name	Provide an attachment name. You can add a string value to generate a unique name for each attached file, for example, date and time values, a message number, and/or a field value such as the related sales order number.
Custom Connector	When selected, a custom connector is used for the attachment.
Connector Name 2	You can use a custom connector to implement custom functionality. For more information, refer to the Software Development Kit document.
Generator	When a report is selected, it can run in scope of the record in the message or without.
Pre-Attach Process	A pre-attach extension manipulates the file or report before attaching, for example, applying stationeries or watermarks, encrypting, or signing documents.

To set up the Attachment Generator activity:

1. Create a notification and insert the element ATTACHMENTGENERATOR.
2. On the elements line, select Edit.
3. In the Attachment Generator Setup page, fill in the fields.
4. Select Check Configuration to see if there are any configuration errors.
5. Select OK.

Notes

• The name can refer to a network location without uploading a file. This is limited to on-premise versions only.
• The Custom Report Connector is only supported in on-premise versions.
• The stationeries option is limited to on-premise. The pre-attach process can be an alternative to bring this support to the cloud.