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KI-117

Snapshot PDF not on email message for Interactions (Case)

Created date

03/25/2024

Updated date

03/25/2024

Status

Backlog

Related work item

MIC-2377

Description

When making a snapshot of an Interaction, the PDF is not attached to the Email Message record after being sent.

The attachment is sent in the email but isn't available for historical purposes.

This appears to be a Salesforce bug or limitation around the Interaction object as all other objects work as expected.

Salesforce has a Known Issue about this behavior, details of which are available here.

Affects version(s)

All

Impacted capabilities

Inquiry Management

Content Management

Steps to reproduce

  1. Org is using Nintex for snapshot generation.

  2. Click Generate Snapshot on an Interaction.

  3. Complete snapshot generation and send the email.

Note that the PDF is not attached to the email message on the Interaction and that the PDF is attached to the actual email that was sent.

Workaround

    Fix version

    Resolution notes