Print and save PDF

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  • Mark
    Senior Member
    • Dec 2019
    • 143
    #1

    Print and save PDF

    Hi,
    I wanted to ask if it is possible to somehow print PDF and then automatically save and attach the printed PDF to the record?
    Tags: None
    • emillod
      Active Community Member
      • Apr 2017
      • 1405
      #2
      We've created something like this for one of our clients.
      He have salesPack and there is possibility to print content of invoice to pdf(same thing like with other entities).
      After client fill everything and change status to confirmed then our script is creating in background pdf file based on specific template and saving as attachment to record.

      We could modify trigger, it can be anything else. And also it don't have to be salesPack and invoices entity. I just show you an example, it could be integrated in any other entity.

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        • esforim
          Active Community Member
          • Jan 2020
          • 2204
          #3
          Don't think so; you can rely on Formula to do this "Generate" PDF though, but I'm not sure if you can "Generate" after you Print PDF as a multiple action:

          https://docs.espocrm.com/administrat...extpdfgenerate

          How I did my is: when (verbose code only, not actually code) Status="Close", generate PDF, then I send that as email

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