hi all! when a statement is emailed via Customer &...
# suiteflow
m
hi all! when a statement is emailed via Customer > Generate Statement, the file name is something like
Statement_926_1599710154795
. when a statement is sent via a workflow email the file name is along the lines of
12345 CustomerName.pdf
would anyone know how to force the workflow email to use the
Statement_926_1599710154795.pdf
format?
k
This would require scripting instead of workflow
You'd have to create the file - store it in the file cabinet - and then email it to the customer.
m
fair enough. thanks @KevinJ of Kansas