Hi everyone - real advanced pdf newb here. Is it p...
# advancedpdfb
Betsy Barefoot
03/10/2023, 8:58 PMHi everyone - real advanced pdf newb here. Is it possible to have multiple advanced pdf/html forms and use a workflow to determine which one to use when sending the invoice for a particular record? For example, could we use a workflow to change the form behind the print button on the invoice record?
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MGBC
03/10/2023, 8:59 PMYou would have to assign each PDF form to a custom transaction form. Then you could set the transaction form (ie Custom Form) using a workflow, then send out the Invoice using the Send Email action
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Betsy Barefoot
03/10/2023, 9:21 PMThanks - the problem is that our custom invoice forms aren't broken out in the way we want to select the PDF/html form.
For example, PDF/html form #1 is assigned to printer button of the invoice in the screenshot above. But due to <value in custom form> we want to send PDF/html form #2. Can we use a workflow to change the form behind the button?
Betsy Barefoot
03/10/2023, 9:33 PMoh, I just saw your exchange with JC in the General thread. Maybe we use one form and change data within the form depending on a value in the custom form:
If x, use this logo, federal id, payment url, remittance address, etc.
If y, use this logo, federal id, payment url, remittance address, etc.
In that case we may not need a workflow, since we already have a field in the custom form that could be used as x and y.
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