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generating a PDF document with flow

larissaribe
Tera Contributor

I need help setting up part 3 of my task. Basically, there is the creation of flow, and when a record producer is created, it creates tasks for the solvers. Technically, this is ready, but there is one part that is the last task, which is the creation of a PDF or Word document. Basically, I have to follow these steps below

1- Include the buttons in this task:

Generate Letter - Action of this button:

- Attach the document in Word and PDF format

Send Letter

- Only display the button if the field “Is it necessary to send the letter to a user other than the collaborator and their leadership?” is filled in

- If the field “Is it necessary to send the letter to another user other than the employee and their manager?” = “Yes,” only enable the button if the field “Email address to be sent c/c” is filled in and valid

Action of the Send Letter button: Send email according to notification #4 or #5 - Sending the Letter ( In item 7 of this ETF)

2- Include the Fields in this task:

Field: Signed Letter - check field

When checked, the task will be closed

NOTE: Closing the task is directly linked to the Signed Letter field

Field: Is it necessary to send the letter to a user other than the employee and their manager? - Selection Field (Yes or No)

Field: Email address to which it will be sent C/C - will only be displayed if “Is it necessary to send the letter to a user other than the employee and their manager?” = “Yes” - Only valid and mandatory email addresses are visible

 

 

Translated with DeepL.com (free version)

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