Workflow to send account summary per mail

[sabouraya1]

I created a workflow that send an email based on certain conditions. This Workflow is based on the BO Accounts.

I would like to attach the Summary of the Account (The pdf document that is created, when i click on Summary in the account) to this email. Is it possible?

The described steps from the Blog are no longer possible.

Also is there a way to save the account summary as an attachement once it is generated (same behavior like visits)?

[former_member226]

Hi,

As per my knowledge, only a few transaction objects like Quote OR Visit OR Opportunity are enabled for sending the summary as an attachment in an email.

However, in order to enable email with account summary attachment SAP provides a BADI ExitForGettingWorkflowAttachment that can send out the content via email BUT you need to read the attachment to be sent via ABSL and append it to the result parameter of this BADI. Checkout https://blogs.sap.com/2019/09/25/workflow-enhancement-in-sap-c4c/ for more info.

To be fair, I am not quite sure why you need to send an account summary to a customer. Generally account information is not only for internal purposes.But in case still needed then you need to implement the solution mentioned above.

[sabouraya1]

The use case is as follows:

When the prospect is ready to be converted to an account then an e-mail is sent to the master data governance team. The master data governance team manually creates customer in the ERP. This team doesn't have access to C4C, so all the information they need to create the customer in the ERP need to be attached in the email.

[former_member226]

got it. May be then u need to implement the solution as I mentioned above.