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03-08-2021, 09:09 PM
(This post was last modified: 03-18-2021, 06:18 PM by jmery24.)
Hello, is there a way to do a workflow, so that an invoice is sent (when X condition is met) attached in PDF with GENDOC?
I did not find in the SEND MAIL task, how to get the invoice attached
Thanks
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yes, you can do this. if gendoc is configured and you select a document template to be sent in an email workflow task, corebos will notice that the selected document is a template and the gendoc is active and will generate the document and attach the result instead of the document. If PDF generation is also configured, it will generate the PDF and send that.
In short: select the document template in the email task
Joe
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GenDoc_Convert_URL or the PDF conversion server URL configured: you must be able to generate PDFs from the action panel in the invoice
Joe
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Hi
I just pushed a couple of changes that may fix this issue. Please update your code and give it a try when you can. Let me know how it goes
Joe
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how are you adding the value in cb_settings? You are using the GenDoc settings page, right?
Joe
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go to Settings > Module manager > click on Document Generation > Settings
I think it can be done from there
Joe
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