Document Templates for RITM's
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11-11-2023 08:50 PM
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.
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11-12-2023 07:18 AM
Can you re-formulate your problem?
Almost each statement is contradicted by next statement.
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11-12-2023 09:13 AM
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.
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11-12-2023 11:00 AM
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?
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11-12-2023 07:25 PM
Hi @-O- ,
I want to attach the PDF with data inserted from the RITM.