How to attach estimate to sales order in advance pdf?

Are you asking to add a PDF copy of the estimate to the sales order?

@MGBC yes, I want to add a PDF copy of the estimate to the sales order

This would have to be done via a script or custom workflow action. NetSuite doesn't have a native way to do this

@MGBC how to do that via script or custom workflow?

If you have scripting knowledge you would probably need to use the Render module to generate the PDF. It would be the same for a Custom WFA. If you are interested we have already built this solution in our Enhanced Workflow bundle. You could use our Create and Attach PDF action to create a pdf of the Quote then attach it to the Sales Order in a custom field. https://www.mgbcpro.com/enhanced-workflow-actions

@MGBC what is your approach to have a dialog? Purely a workflow action?

@Watz Sorry I'm not sure what you mean...like a dialog box that opens within a workflow? Or do you mean how do we attached the PDF?

Yes, how to display a dialog and use the user response in the workflow. I thought workflow actions scripts were purely server side scripts.

Oh yes one of our custom actions has this function, it works really nicely to prompt a user to enter a response at any point of a workflow. It is used heavily to capture rejection reasons or other inputs in approval workflows. It is a custom workflow action that controls this

Yeah, I’m wondering how you solved that? (Broadly speaking)

I'm not 100% sure the technical details but I can ask our development team