About the Email Attachments tab
Available to: all roles, when your company has the QB Courier extension.
On the Email Attachments tab you choose files to attach to the configuration's emails. Attachments are optional. If you don't need any, select SAVE AND NEXT to go on to the Test Configuration tab. See Create or edit a configuration.
The tab has two panels:
Generic Attachments (left): files you upload once, which are attached to every email.
Attachments from the table(s)/S3 (right): files that Courier finds for each record, in Quickbase file attachment fields or in Amazon S3.
For how Courier picks, orders, and names attachments when it sends, see Include attachments with Courier.
Generic attachments
Drag a file onto Drag a file here or browse to upload., or select browse to choose it. You can add up to 5 files.
Select SAVE AND NEXT. The files are uploaded when you save.
Every email the configuration sends includes these files, after any files from the record.
To remove an uploaded file, select its delete icon and confirm Do you want to delete file. After you remove a file, check the list to make sure the right file is gone.
Attachments from the table(s)/S3
Each attachment row tells Courier where to find files for each record. Select Add more.. to add a row. You can have up to 5 rows.
Setting | Required | What it does |
|---|---|---|
Attach files from | Yes | File attachment field(s) for files stored in Quickbase, or Amazon S3 for files stored in your Amazon S3 bucket. |
Attachment order | No | 1–10. The order in which this row's files are attached, compared with the other rows. |
Notes | No | A note to remind you what the row is for. |
File attachment fields
Setting | Required | What it does |
|---|---|---|
Select a table | Yes | Where the files are:
|
File attachments | Yes | One or more file attachment fields on that table. |
Query criteria | No | Shown for tables other than the configuration's table. A Quickbase query that narrows the records to take files from, for example |
Field to match / Field value to match | No | Shown for a table that isn't related to the configuration's table. Courier uses records where Field to match equals the emailed record's Field value to match. |
For Scheduled and On Demand configurations, file attachment fields on the configuration's table must also be in the configuration's report.
Amazon S3
To attach files from Amazon S3, your company's Amazon S3 credentials must be saved in the Extensions Portal. Without them, Courier can't download the files. See Client Credentials.
Setting | Required | What it does |
|---|---|---|
Related table from S3 | Yes | The table whose records hold the S3 file names: the configuration's table, a related table, or another table. |
File attachments from S3 | Yes | One or more text fields that hold the S3 file name (key) of each file. |
Query criteria | No | A Quickbase query that narrows the records to use. |
S3 folder field | No | A field that holds the folder the file is in, in your S3 bucket. |
Field to match / Field value to match | No | As for file attachment fields: matches records in another table to the emailed record. |
Limits
Up to 5 generic files, and up to 5 attachment rows. If you go over, you see Cannot attach more than 5 files.
Courier also limits how many files it attaches to one email. See View Limits in Create or edit a configuration.
Total Attachments Attached at the top of the right panel counts the fields you've chosen. Use it as a guide only.
Save
Select SAVE AND NEXT (UPDATE AND NEXT when editing). The configurator uploads any new generic files, saves the attachment rows, and opens the Test Configuration tab.
No message confirms the save. Go back to the Email Attachments tab and check that your files and rows are there.
To remove an attachment row, select its delete icon and confirm Do you want to delete attachment?
Select BACK to return to the Email Message tab.