Hi, I have had a scout around the forums and it seems that a lot of people have been trying to achieve this for a long time. Is there any ability to attach a PDF template to an Email generated within workflow or for workflow to send a PDF template (with fields referenced populated) by Email?
I have looked at the Email template offering and it’s nowhere near as good and I find the Email template very limited. The PDF template lends itself well to letters being created - it seems like the next logical step that the PDF might be Emailed.
I was also surprised to learn that, as standard, PDF generation does not have a cases drop down that populates cases related fields - I managed to get around this by editing the Dropdown, including an item called cases and creating a new relationship linking the PDF dom to cases - not quite sure how I managed to fall lucky there messing about!
Lastly, is the workflow - Case updates - new record - case description the correct way to add a system generated note visible to all of those on the case as I note that the only other option there is “internal” (not visible outside of Suite CRM)?
Think I might be eating a bit of humble pie if I can get this working and I certainly shall be doing some videos to help people with what I’ve been looking to achieve.
Thanks.
