Save Record as PDF Then email???

[RussellB]

This is what I am trying to achieve...

Any user on the network can run a script that will do the following:

1. Print a layout to PDF

2. Create & send an email (get email address from a field and attach the PDF created in step 1 above)

3. Store the PDF in a container field

All this to happen with the click of a single button

Thanks!

[rellis32]

#INFO: These Steps will will setup where the file is to be saved to.

Set Variable [ $file_extension; Value:".pdf" ]

Set Variable [ $file_name; Value:"My_pdf" ]

Set Variable [ $file_path; Value:Get ( DocumentsPath ) ]

Set Variable [ $file_export; Value:$file_path & $file_name & $file_extension ]

#INFO: This step saves a single or multiple records, however it is configured, as a .pdf to My documents.

Save Records as PDF [ File Name: “filewin:$file_export”; Current record ]

[ Document - Compatibility: Acrobat 5 and later ]

[ Pages - Number Pages From: 1; Include: All pages ]

[ Security - Printing: High Resolution; Editing: Any except extracting pages; Enable copying; Enable Screen Reader ]

[ Initial View - Show: Pages Panel and Page; Page Layout: Single Page; Magnification: 100% ]

[ Restore; No dialog ]

#INFO: This step emails the current .pdf to whomever you would like it sent to....

Send Mail [ To: "[email protected]"; Subject: "Your Subject Here"; Message: "Your Message Here"; Attachment: “filewin:$file_export” ]

These are the basic script steps needed. Obviously you have to get to the record you want to pdf, etc... but this should get you on your way!

[RussellB]

Thanks for that - I'll give it a go!