Workflow Emails with PDFTemplates Attachment

by cyborgsolution

Workflow Email action with Dynamic PDF Template Attachment

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#5473 - Selecting "Send Email with PDF Template Attachment" in Workflow - Actions - Corresponding fields are not displaying

Closed Bug? created by it33 Verified Purchase 2 months ago

We use SuiteCRM 14.1

We loaded the plugin and chose quick repair per the instructions. We then successfully loaded the Key.

When we went to create a workflow and create an action we were able to select "Send Email with PDF Template Attachment" but the corresponding fields I expected to appear did not.

Email Email Template PDF Template

Please let us know how this can be resolved ASAP as we want to get moving on using this module.

We really like the idea of the functionality.

Thank you.

  1. cyborgsolution member avatar

    cyborgsolution Provider

    2 months ago

    Hi You can select the Email Template and PDF Template in the Workflow Action. if you are looking to add fields into the PDF, please edit/add those in the PDF template and select that template in the Workflow actions section. If you are still not able to get the PDF dropdown list, please update us and we can check the instance.

  2. cyborgsolution member avatar

    cyborgsolution Provider

    2 months ago

    We have replied to you on your Email and are waiting for further details from your side. You can also book a quick meeting from our Calendar to get quick support.

  3. cyborgsolution member avatar

    cyborgsolution Provider

    2 months ago

    Issue was related to another 3rd party plugin, we had to resolve that to get the plugin working.

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