Was hoping this is the right channel...I have a cu...
# suiteflow
m
Was hoping this is the right channel...I have a custom Sales Order template. Is it possible that once a Sales Order is saved, a copy of the generated PDF can be saved as a File (under Communications->Files)? We have a Docusign integration that grabs this file for signatures, but right now I have to save and re-upload the PDF into the record manually.
j
This sounds like something you may need a script for (e.g. custom wf action called in after submit)
You could use the render module e.g.
pdf = render.transaction({entityId: transaction_internal_id});
👍🏼 1
t
I would recommend a User Event Script on the Sales Order, using the AfterSubmit function.
m
@Th3VanMan do you have any good resources you can point me to of examples
t
@Mathew Sobkowicz SuiteScript 2.x User Event Script Type ,This would be a good starting point. But as far as specific examples for your needs you would need to use jen's suggestion in the User Event Script the save the file using N/File methods.
m
thanks