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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi,

Is there a workaround to create a PDF file?

Let say I need to send a quote to a customer through email which needs to be on a PDF (company standard). How can I do this?

Thanks

Posted

Create an "activity" record for the email that has the necessary foreign keys. Setup a robot to find queued activity records (not complete), loop creating the Quote PDF and email the report, mark the activity as complete.

Posted

I guess the robot would be on the server? But wait, is it possible to save as PDF from FMS?

Posted

No, the Robot is NOT FMS (should have been explicit). FMS does not support Save as PDF.

So, you're stuck with a client running as a Robot.

Posted

Hmmmm.. that seems a lot of pain for sending PDFs. I guess FMI will add this feature in the next version.

  • 2 weeks later...
Posted

Have you thought about using a .png instead? Make your invoice fill the screen and click the "Home" and "Power" button at the same time.

This creates a png "photo". You can then email the invoice or move it to dropbox for other processing. You can hide some of the control items in the settings menu or via scripting I suppose.

Did not try scripting but using the screen shot method seems to work pretty good.

Posted

Now that apple announced today that ios 4.2 coming in November will support wireless printing, I think fm go will be on board with an update. At least that's my hope, that they will support preview mode , PDF, and printing

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