Send Offer letter pdf attachment in notification

JohnnySnow
Kilo Sage

Hi Team,

 

In our flow we have the requirement of sending the offer letter in email to the employee. High level process is as follows:

1. Manager raise request.

2. Approver approves

3. HR team gets an HR task to populate few fields (this we are doing through Employee forms), these fields need to be put into the offer letter.

4. Once 3 step is over, a notification & a task is generated for the employee (a task of e-signature type). 

 

Now  post step3 we want to generate the offer letter pdf and send this to the employee. 

 

I'm not sure how to achieve it.

 

One way, I figured could be to use 

new sn_doc.GenerateDocumentAPI().generateDocumentForTask(recordId, documentTemplateId, pdfName);

to generate the pdf, but not sure how to call this in the flow designer.

 

If there are better ways to achieve this please do let me know. 

Thanks
Johnny

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10 REPLIES 10

@Community Alums I did, not the solution I'm looking for, appreciate the help!

Thanks
Johnny

Please mark this response as correct or helpful if it assisted you with your question.