Auto Email pdf Template after a record is created/updated.

[CYLau]

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.

[shalmaxb]

I do not have an out-of-the-box-solution for alle the questions, but I guess it works.

1. It is explained here: https://docs.espocrm.com/administrat...lapplytemplate
and you out this code in a formula with the condition.

2. I think, it is possible.

3. If you use the default steps to print PDF every user will see all PDF Templates for that entity. I have a workarounfd to offer only a specific template in an antity by creating a Bootstrap Link Button to that one template I want to be printed. As espoCRM uses Bootstrap, you will not need coding. I create the button in HTML and put it into a formula, which I execute in a WYSIWYG field (in code view). The code looks as this:

//Button to print a certain PDF Template
printPDF = string\concatenate('<button type="button" class="btn-xs btn-primary" style="width: 100%;">', '<a rel="noopener noreferrer"',' ',
'href="/?entryPoint=pdf&entityType=yourEntity&entityId= ',id ,'&templateId=HERE THE ID OF THAT TEMPLATE','"',' ', 'target="_blank">',
'<span style="color: #fff; text-decoration: none;">','Print','</span></a></button>');

You put the field where you need it and then recalculate the record and the button will appear. Because it is a normal field it will have a label, which you can hide by putting in the resources/layout/detail.json this code to that field:

"noLabel": true

Now you have a button, which in fact is only a link formated as bootstrap button.

The WYSIWYG button field you can then display conditional.

How it looks:

[espcrm]

Very interesting.

[CYLau]

Thanks for your reply.

For question 1, which one is insert a pdf template in an email template? I cant find this in the document.

For question 2, do you the solution how to do it?

[shalmaxb]

you can only insert a pdf in email template as attachment not in the body

[CYLau]

Hi,
I still cannot find a solution to auto email a pdf template after certain condition is met.
Example I want after an invoice is approved, the system will auto email the invoice in pdf to customer.

ANd I also need to auto insert some images into the invoice and email to customer.
Eg: the images/photos of job done will upload as attachment in the invoice entity. After I upload the photos, the photos will auto paste in a invoice template, and the pdf invoice will auto email to customer.

[yuri]

I'd recommend using the Workflows tool with conditions checking and the Execute Formula Script action.

You can send generate a PDF from a template and attach it to an email with formula: https://docs.espocrm.com/administrat...extpdfgenerate

[CYLau]

I'd recommend using the Workflows tool with conditions checking and the Execute Formula Script action.

You can send generate a PDF from a template and attach it to an email with formula: https://docs.espocrm.com/administrat...extpdfgenerate

Thanks yuri, I will try this.

[Albert Floyd]

Hi,
Thanks for the link Yuri. I'was looking for such a decision for a long time. I'll try it as well.
CYLay, kindly let me know if it works for you.
I got used to add my pictures to PDF online on oneconvert cus it's free. But it takes time working with it manually...