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Hello.
We are defining a small logistic module and we need to send transport orders to different partners.
We have managed to define a PDF template that contains all the necessary information.
Now we are preparing a process in BPM to automate it. The first idea is that when certain conditions occur, the PDF is generated using that template and sent by mail to the carrier.
As an alternative, we are looking at the possibility of storing that PDF and sending a notification to the carrier for them to download the PDF.
What we know how to do so far is: Display the record whose information we want to generate in PDF, click on the option to print PDF, select the specific template we need to print and save it with the name we want. Everything done by hand.
What we want to do is to automate that with the BPM.
Is that possible?
the difficulties we see fot the automation are:
1.- we can't launch the PDF printing from the BPM. Apparently it can only be a manual process.
2.- if we had succeeded in printing it, we have the problem of giving it a proper name. For example "transport order 123456".
3. How can I associate the generated file to a certain record. In this case, store the PDF in a file field of the transport order record.
4.- Once we have done that, we have to put it as an attachment in a mail automatically. As far as I know the mails inside the BPM use different templates that do not allow to attach a file.
I don't know if the approach I am giving in espoCRM is the most suitable or there is another alternative. And if it is the right approach, how do I solve the described diificulties?
Thank you very much for your help
We are defining a small logistic module and we need to send transport orders to different partners.
We have managed to define a PDF template that contains all the necessary information.
Now we are preparing a process in BPM to automate it. The first idea is that when certain conditions occur, the PDF is generated using that template and sent by mail to the carrier.
As an alternative, we are looking at the possibility of storing that PDF and sending a notification to the carrier for them to download the PDF.
What we know how to do so far is: Display the record whose information we want to generate in PDF, click on the option to print PDF, select the specific template we need to print and save it with the name we want. Everything done by hand.
What we want to do is to automate that with the BPM.
Is that possible?
the difficulties we see fot the automation are:
1.- we can't launch the PDF printing from the BPM. Apparently it can only be a manual process.
2.- if we had succeeded in printing it, we have the problem of giving it a proper name. For example "transport order 123456".
3. How can I associate the generated file to a certain record. In this case, store the PDF in a file field of the transport order record.
4.- Once we have done that, we have to put it as an attachment in a mail automatically. As far as I know the mails inside the BPM use different templates that do not allow to attach a file.
I don't know if the approach I am giving in espoCRM is the most suitable or there is another alternative. And if it is the right approach, how do I solve the described diificulties?
Thank you very much for your help
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