Automatically generate pdf files as attachments

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yaoying
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Joined: 10 Apr 2023, 23:23
Name: 耀影
Location: 深圳
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Automatically generate pdf files as attachments

Post by yaoying »

The text template exported by automatic export can only be the attachment field of the current entity.

I have created a file entity with file permissions, name, file format, file permission group, and related attributes of centralized management files

Every file entity needs to be used to use associations Or the entity field,

How to automatically export the attachment to the attachment field of the specified entity.
pico
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Joined: 13 Jul 2019, 23:13
Name: Pico Seno
Location: Jakarta, indonesia
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Re: Automatically generate pdf files as attachments

Post by pico »

yaoying wrote: 30 Jul 2023, 15:17 How to automatically export the attachment to the attachment field of the specified entity.
I imagine a scenario that might work for this need. Using mail sending rules, specific email address and mail integration that linked to the specific entity. The exported file would be sent via mail sending rule to that specific email which linked to the specific entity and then drop the attachment to the specific entity via keyword filter.

Yes, it's a longer route.
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