Hi,
I have 3 questions regarding pdf template.
1. How to set system to auto email a pdf (a pdf template) when a condition is met?
2. In an entity i have 2 fields: "Attachment" & "Image". We will upload a pdf file into the "Attachment" field and photos into "Image" field. Can I create a pdf template which combine these Attachment & Image into 1 single Pdf file?
3. Can I set for a certain role, they only can see a specific pdf template when a condition is met? Eg: a field called "Quotation Approved" = true, then Sales Person (Role) only can see a specific PDF template in Print to PDF.
Thank you for anyone who can help me on these.
I have 3 questions regarding pdf template.
1. How to set system to auto email a pdf (a pdf template) when a condition is met?
2. In an entity i have 2 fields: "Attachment" & "Image". We will upload a pdf file into the "Attachment" field and photos into "Image" field. Can I create a pdf template which combine these Attachment & Image into 1 single Pdf file?
3. Can I set for a certain role, they only can see a specific pdf template when a condition is met? Eg: a field called "Quotation Approved" = true, then Sales Person (Role) only can see a specific PDF template in Print to PDF.
Thank you for anyone who can help me on these.
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