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# Editing the Attachment

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The Edit Attachment dialog box is displayed when either the Add or Edit button is selected in the Attachment dialog box and enables a new attachment to be created or an existing attachment edited.

The dialog box consists of two tabbed panes and described below.

Attachment

The Attachment Tab is the default tab displayed when the Edit Attachment dialog box first opens. Two radio buttons are displayed at the top of the pane which enables a Static or Dynamic attachment to be created.

Static Attachment Option

Choosing the static attachment option provides the following file options in the tab pane:

|  | Import File — A file may be selected through:

|  | Filename — Allows a file path and name to be manually entered or located and selected through a browse button.

|  | Attachment Name — Allows a name to be entered for the attachment. This defaults to the file name.

|  | Last Modified (read only) — Displays the time and date that the file was last modified.

|  | Last Updated (read only) — Displays the time and date that the file was last attached to the message.

|  | Status (read only) — Displays either Up to date or Out of date depending on the difference between the times and dates in the Last Modified and Last Updated fields.

|  | Update — Retrieves the latest version of the file and updates the Last Modified field to display the time and date of the update step.

|  | Link to File on Disk — A file may be selected through:

|  | Filename — Allows a file path and name to be manually entered or located and selected through a browse button.

|  | Attachment Name — Allows a name to be entered for the attachment. This defaults to the file name.

Dynamic Attachment Option

Choosing the dynamic attachment option provides the following options in the tab pane:

|  | Path to File On Disk — The file may be selected through:

|  | Path — The path and filename may be manually entered. Alternatively, a column or variable containing the path and file name may be dragged and dropped into the field from the Task Browser.

|  | Browse — The file may be located through a standard browser dialog box.

|  | File from Data — This option allows the user to add a binary image into the SMTP mail. This may be photographic images or any image document, for example, a fax document. The location of this image is stored in an image / binary data type within the source database and hence the column name is an ideal method for defining its location. The attachment name can be defined statically or from the contents of the database column. The file may be selected through:

|  | Source — The column or variable containing the file may be dragged and dropped from the Task Browser dialog box into the field.

|  | Name — A name for the file, including the file extension, may be manually entered. For example, if the file is a bitmap image then the file may be named picture.bmp. Alternatively, a column or variable containing the name may be dragged and dropped into the field from the Task Browser.

|  | File from document — This option allows the results of an Input Step to be added to the SMTP mail as a file attachment as an alternative to embedding the recordset within an HTML table into the message body. The file may be selected through:

|  | Name — The column or variable to be used from the data source to define the attachment name may be dragged and dropped into the field from the Task Browser dialog box. The most suitable method for achieving this would be by creating a formula field in the Database Query (ODBC) Step that defines the attachment name and an appropriate file association. For more information, see Using the Formula Editor.

Options
Dynamic Attachment Options

Dynamic attachment options are available when a dynamic attachment has been created and provide the following options for the addition of attachments:

|  | Once to Each Mail — The attachment is added once to each mail.

|  | Each Time Column Changes — Provides a drop down list for selection of a field available from the data source. A new attachment is added when the value of the selected field changes.

|  | Scenario 1 — This method would be appropriate where a series of documents relate to a group of records. For example, a document containing sales by city would be included for each city that relates to a specific region; region being the selected field / column that changes.

|  | Scenario 2 — This method would be appropriate where a series of documents relate to a group of records. For example, a document containing sales by city would be included for each city that relates to a specific sales person. This assumes the sales persons email address would be dynamic (see Using Dynamic Recipients) and therefore they only receive city file attachments for the area that they cover.

|  | For Each Row — A new attachment is added for each new row in the recordset returned by the data source query. This method would be used if there was a document available with specific information relating to each record. For example, a document management system where the recordset relates to document control information for the document itself.

Error Handling Options

Error handling options are available when either a static or dynamic attachment has been created and provide the following options for the sending of messages if the file cannot be found:

|  | Send Message Regardless — The message is sent without the attachment

|  | Send Message But Log Warning — The message is sent without the attachment and a warning is logged for the Task

|  | Do Not Send Message and Log Error — No message is sent and an error is logged for the Task

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