Document Templates for RITM's

Nagashree5
Tera Contributor

Hi All,

 

I have created a HTML document template which is a PDF. The document is not stored in the attachment table, it is in sn_doc_template table in the form of template written on the Custom RITM table. Every time the template consumes the variable values of a RITM.I would like to attach this template to the RITM whenever a particular form gets submitted.

Can anyone suggest how we can achieve this.

 

Thanks in Advance.

7 REPLIES 7

-O-
Kilo Patron
Kilo Patron

Can you re-formulate your problem?

Almost each statement is contradicted by next statement.

 

Nagashree5
Tera Contributor

Hi @-O- ,

 

I have created a Document template (HTML Template - sn_doc_html_template) on the custom table. I have published the template. The PDF that get's generated when we preview the document template.

 

Now, this particular template should get attached to a RITM when ever a particular form get's submitted.

How can I utilize the document template in the workflow of the form.

Just to be clear, you want to attach the exact same PDF to all RITM, or do you want to attach the PDF with data inserted from the RITM to which it would be attached?

Nagashree5
Tera Contributor

Hi @-O- ,

 I want to attach the PDF with data inserted from the RITM.