Workflow with data from the report

[yuri]

Hi Lena,

It's not clear to me whether you need to send a report in email.

You can utilize formula to send an email with an attached PDF with report data.

Function to generate PDF attachment: https://docs.espocrm.com/administrat...extpdfgenerate

You will see how to send the email in the example.

Specify the ID of your PDF Template. That template should have entity type = Report.

$attachmentId = ext\pdf\generate( 'Report', 'copy-id-of-report-here' 'copy-id-of-template-here', 'report.pdf' );

The limitation of this method is that you can't specify Runtime filters for the report.

[Kertscher]

Hello

I want to set a trigger on an EspoCRM report.
If something has been changed in the data record, an email is sent out.
I solved this with a workflow but the data from the data set is missing.

How does Espo automatically write the data to the email?


I am grateful to everyone who has an idea how to solve this.

Lena