Attachment on demand form

[pavan_mundhe]

Hi Community,

I have a requirement where, upon clicking a DemandPDF button (e.g., a UI Action or similar trigger), a PDF should be generated and automatically attached to the Demand Task associated with that Demand.

Important details:

• Only one Demand Task is created per Demand.

• The PDF should be generated at the time of the DemandPDF button click.

• The generated PDF must be attached directly to the related Demand Task record.

Has anyone implemented a similar use case or can guide me on the best approach to:

[Ankur Bawiskar]

@pavan_mundhe 

any reason to raise a new question when your earlier question was already having an approach?

I shared the approach there

Demand form 

sharing again here

this link has solution

Generate PDF and attach to the record 

you can check the PDF Generation API for this

Generating Custom PDFs - using the new PDFGenerationAPI

If my response helped please mark it correct and close the thread so that it benefits future readers.

[pavan_mundhe]

Hi Ankur
Thank you for your response.
The link you shared for generating and attaching the PDF to the record isn't working as expected. Kindly review the PDF file.

check the PDF Generation API for this

Generating Custom PDFs - using the new PDFGenerationAPI

Regards,
Pavan Mundhe

[Ankur Bawiskar · Accepted solution]

@pavan_mundhe 

what's not working?

did you check this link?

Generate PDF and attach to the record 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[pavan_mundhe]

Hi Ankur
Thank you for your response.

Now it's working fine

Thanks
Pavan Mundhe