Hello everyone. I'm new to the channel and wonder...
# generalb
Bruce Damaren
11/07/2017, 4:58 PMHello everyone. I'm new to the channel and wondering if anyone can help me with a workflow challenge. We have a Quote Request workflow and I'm looking for a way to allow our Inside Sales reps to send out a completed Quote, ideally in PDF format, to Account Execs as an email attachment. I don't know a great deal about Suitescript coding so preferably it would be using a workflow alternative.
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Sparx
11/07/2017, 5:34 PMI am not aware of any workflow action that would allow you to print Quote to a PDF. Unfornately either way you would need to create a Custom Action script for your workflow which would do that for you and send an email.
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andrewh
11/07/2017, 5:39 PMYou can have workflows send transactions as an attachment, no problem
andrewh
11/07/2017, 5:39 PMyou
andrewh
11/07/2017, 5:39 PMwill want to update your preferences Home > Set Preferences > Transactions > PDF
andrewh
11/07/2017, 5:40 PMyou'll be using the 'Send Email' action in the workflow
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Sparx
11/07/2017, 5:43 PMwow, @andrewh I learned something new. Thanks
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andrewh
11/07/2017, 5:43 PMand using the 'Include Transaction' option
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Bruce Damaren
11/07/2017, 5:52 PMThanks! I'll give it a try.
Bruce Damaren
11/07/2017, 7:22 PMHi Andrew. I seem to be having issues with the Attachment. I can select the "From Field" radio button in the send email action. However, there are no Fields available to select when I select a "Record (Join Field)" dropdown. E.g. Current Record. Also, the workflow action does not want to save the "From Field" selection. Any ideas?
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