Problem Statement:
A file was attached in the Send Email card, and the file was also mail
merged from a specific CFS field. However, the attachment was not being
sent.
Root Cause Analysis (RCA):
When multiple activity types are used in the trigger card of an
Automation, mail merge for any fields is
not supported. This happens because a schema conflict occurs between the
different activity types — the system is unable to identify which activity type
we are referring to.
Solution:
To ensure mail merge functions properly, the trigger card should contain
only one activity type. This allows the system to clearly reference the
correct schema and send the attachment as expected.
