Help

Filling records, sending a row as a PDF, sending the pdf to specific email addresses and storing the PDF in another table as attachment

Topic Labels: Automations
610 0
cancel
Showing results for 
Search instead for 
Did you mean: 
gwr1
4 - Data Explorer
4 - Data Explorer

I have a workflow that I need to get done.

  1. User fills a row in a table.
  2. The row that gets filled is made into a pdf using page designer.
  3. The designed page is sent as a pdf to some static email addresses.
  4. The pdf also needs to be stored in another table as an attachment.

I did the first two parts. I’m having trouble doing the other two as I cannot figure out anything to do about it. I would be grateful if anyone helps. Thanks!

0 Replies 0