Create PDF and attach it to outbound mail from a local action

General
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1

Dear All,

Pls help me with the below scenario.

  1. We have a button, on click of it, system opens a local action, which contains mail composing body, to, cc and subject fields.

  2. On submitting the popup, system shall send an email with PDF attachment and email to be attached to case

  3. To achieve this, I configured a post processing activity, in which I am generating PDF using pxCreatePDF activity and called SendEmailNotificationWithAttachments to send an email.

  4. Email is triggering successfully but need to attach the pdf generated in runtime to email and need to attach email to case.

Can please some one help here…!!!

2

@AnjaneyuluG You have to pass the attachment information on a page of type “Data-EmailAttachments” which contains the list of attachments in page list of Embed-Attachment class. You can refer OOTB activity pyEmailReport from Data-SecurityVAUtility class for sample implementation.

3

@SanthoshB6893 , How would I reference the PDF handle to attachment page ?

4

@AnjaneyuluG hello,

Have you tried to launch flow in modal dialog and checked?

email.jpg
email.jpg1199×377 42.5 KB

5

@AnjaneyuluG You need to pass the stream of the PDF not the handle. This is if you are not attaching the generated PDF to the case. But if you are attaching this PDF to case, then you can keep it in a separate attachment category and attach in the email as suggested by @kalls4.