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

[Laimonas]

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!

[yuri]

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.

[Laimonas]

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"

[yuri]

Note that the "format" in the JSON does not play role here.

[Laimonas]

Yes, you are right, CRM sends an email with PDF and XML attachments using default JSON: { "templateId": "TEMPLATE_ID", "emailTemplateId": "EMAIL_TEMPLATE_ID" }