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MickeyPotito's avatar
MickeyPotito
Qrew Member
3 days ago

Auto Generate Attach and E-Mail Document Templates

Good day everyone!

 

Through some searching I did find this YAML Document creation - Save PDF to field in record | Qrew Discussions to create and email and Document Templet. 

Looking through the YAML, I couldn't tell if this would work with a document templet that has to also pull from specific fields in the record we want. 

 

For instance when we finish a job, we have a button that Generates a service closing report that populates some information based off that job. The generate document button is with in the report and grabs the fields we need from there.

My end goal is to automate this for my guys on the road, where clicking generate document will also:
Attach the Document to the Record

Email the generated document to a subset of people associated with the job. 

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