We'd like to establish a process for project managers(PM) to create project_status records and generate *.PDF versions of the reports using the workspace project status templates.
Ideally, the PM would:
navigate to the project workspace
select a project > status reports > create status report & complete fields
the report would be rendered according to the template
The PM could edit the report & when satisfied,
The PM would click a UI Action to email the status report in PDF format to [watch list, PM, etc.]
Any recommendations or guidance would be greatly appreciated.
I'm comfortable coding, but before I invent a wheel... have you done anything like this?
Thanks,
Mike Reaves
