E-Invoicing. Need help with generating XML attachment in BPM Formula

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  • Laimonas
    Senior Member
    • May 2021
    • 204

    E-Invoicing. Need help with generating XML attachment in BPM Formula

    Hi everyone,


    I’m having trouble generating an XML attachment (for E-Invoicing purposes) and sending an email to the client using a BPM formula.
    (No problem sending XML and PDF manually from the Invoice record by pressing the button "Send in Email").

    To generate a PDF, I use: $pdfAttachmentId = ext\pdf\generate(ENTITY_TYPE, ENTITY_ID, TEMPLATE_ID, [FILENAME])

    But how can I generate an XML file in a BPM formula? Is there a specific formula for this?

    If I would like to use the "Send in Email" BPM Service Action - it only includes a PDF template, but I don’t see an option for an XML template. Is there a way to include XML as well?

    Thanks in advance for your help!
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  • yuri
    Member
    • Mar 2014
    • 8640

    #2
    Hi,

    It was not supported in the service action.

    Please try the new v2.6.4 version. It should work there. You need to set the default e-invoice format in the settings. Please let me know if it still does not work for you.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • Laimonas
      Senior Member
      • May 2021
      • 204

      #3
      Thanks a lot, we added "format": "Peppol" and this configuration is working: { "templateId": "TEMPLATE_ID", "format": "Peppol", "emailTemplateId": "EMAIL_TEMPLATE_ID" } .

      And for the future, it would be great if we could add more parameters from the Email, such as "replyTo", "cc", "bcc"

      Comment


      • yuri
        yuri commented
        Editing a comment
        Note that the "format" in the JSON does not play role here.
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