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gendoc + workflow email
#3
(03-09-2021, 12:08 AM)joebordes Wrote: 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

Thanks Joe. There I chose the ODT template of the invoices as a document in the workflow task "Send mail", but when he sends me the emails he does so in ODT and not PDF. I checked if I had to set a global variable with that, but I couldn't find it. Where can I tell the system to do it in PDF? Thanks
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Messages In This Thread
gendoc + workflow email - jmery24 - 03-08-2021, 09:09 PM
RE: gendoc + workflow email - joebordes - 03-09-2021, 12:08 AM
RE: gendoc + workflow email - jmery24 - 03-09-2021, 03:30 PM
RE: gendoc + workflow email - joebordes - 03-09-2021, 03:45 PM
RE: gendoc + workflow email - jmery24 - 03-09-2021, 06:57 PM
RE: gendoc + workflow email - joebordes - 03-10-2021, 11:53 PM
RE: gendoc + workflow email - jmery24 - 03-11-2021, 12:45 AM
RE: gendoc + workflow email - joebordes - 03-10-2021, 11:54 PM
RE: gendoc + workflow email - joebordes - 03-11-2021, 12:57 AM
RE: gendoc + workflow email - jmery24 - 03-11-2021, 08:10 PM
RE: gendoc + workflow email - joebordes - 03-12-2021, 10:45 PM
RE: gendoc + workflow email - jmery24 - 03-16-2021, 04:13 AM
RE: gendoc + workflow email - joebordes - 03-16-2021, 09:44 AM
RE: gendoc + workflow email - jmery24 - 03-16-2021, 03:01 PM
RE: gendoc + workflow email - jmery24 - 03-16-2021, 05:31 PM
RE: gendoc + workflow email - joebordes - 03-16-2021, 03:58 PM
RE: gendoc + workflow email - jmery24 - 03-18-2021, 06:21 PM
RE: gendoc + workflow email - joebordes - 03-16-2021, 06:13 PM
RE: gendoc + workflow email - joebordes - 03-18-2021, 07:42 PM
RE: gendoc + workflow email - jmery24 - 03-18-2021, 10:04 PM
RE: gendoc + workflow email - joebordes - 03-22-2021, 10:31 PM

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