Business Integration Solutions Documentaion

How To: Setup 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: Select this option if you want to attach a report.
  • File: Select this option if you want to attach a file.
Name 1 Either the Report name or the File name: A file can be uploaded via Import Attachment.
Report Format PDF Only. Word and Excel format can no longer be supported
Attachment Name Provide an attachment name. You can add a string value to the attachments name, to generate a unique name for each attached file. It is possible to add date and time values, a message number and/or a field value (as example: the related Sales Order No.).
Custom Connector When this field is selected, a custom connector is used for the attachment.
Connector Name 2 You can use a custom connector to implement your custom functionality. For more information refer to Software Development Kit document.
Generator When a report is selected it can be run in scope of the record in the message, or without.
Pre-Attach Process A pre-attach extension can be used to manipulate the file or report before attaching, think of applying stationaries or watermarks, encrypting or signing documents, ...

To setup attachment generator activity:

  1. Create a Notification and insert the element ATTACHMENTGENERATOR.
  2. On the elements line, click Edit.
  3. In the Attachment Generatorsetup, fill in the fields
  4. Click Check Configuration to see if there are any configuration errors.
  5. Click Ok.

Attachment Generator Setup

Remarks

1: The name can refer to a network location without uploading a file. This is limited to On Premise versions only.

2: The Custom report connector is only supported in On Premise vesions

3: The stationaries option is limited to On Premise, the Pre-attach process can be an alternative to bring support for this to the cloud