Frank Coniglio
09/19/2024, 1:39 PMCeligo AI
09/19/2024, 1:39 PMAI generated answer (using internal Slack threads):Yes, it is possible to upload files (like a PDF) to existing records in mass. This can be achieved using a UserEvent script or workflows with a custom action. In the case of a UserEvent script, the script can generate a new PDF file, save it to the file cabinet, and then associate the file to the transaction record upon saving. The name of the PDF can be customized as per your requirements, as long as it is valid as a file name. Alternatively, workflows can also be used to achieve this. A custom action can be created that will generate a PDF of a record. There are third-party solutions available that provide such custom actions. For sending mass emails with invoice PDFs and the ability to attach other files stored in the files subtab as scheduled jobs, SuiteScript can be used. You would need to search for the attached file and then attach them in your email. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/19/2024, 1:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820078313
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818187177
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812950253
Celigo AI
09/19/2024, 1:40 PM