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MickeyPotito's avatar
MickeyPotito
Qrew Trainee
8 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 Y...
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Maria's avatar
Maria
Community Manager
4 days ago

Qualifying my response by starting out saying, "I haven't used this YAML personally..." but If your question is, "will the document generated reflect the data from the record it's triggered from?" I believe the answer is yes. Fields are specified in the YAML, but you'll need to update it to match you table's field IDs. 

  • MickeyPotito's avatar
    MickeyPotito
    Qrew Trainee
    2 days ago

    Yes, that was more or less what I was wondering.  I appreciate the insight!