Is it possible to include variables section when exporting a PDF of a record?

[proneet2618]

Hello Now World,

I have a requirement where a record is generated from a record producer, and the target record has a variable section containing all the variables from the record producer. I want to export the record including the variable section as a pdf and mail it to a particular group.

Regards,

Proneet

[raj chavan]

Refer - Way to include variables when exporting a PDF 

If my answer helped you in any way, please then mark it as helpful or correct. This will help others finding a solution.

[fathahhkf]

Hi @proneet2618, 

We were tasked with attaching a PDF file containing the requested variables to an Approval record. This was accomplished through the following steps:

1. Two Business Rules:

   • A business rule was created to build a table-like structure with the requested variables, which was then stored in a custom HTML field on the Approval record.
   • Another business rule leveraged the out-of-the-box (OOB) PDF Generator to generate the PDF and attach it to the record.

2. Approval Email Configuration:

   • In the approval email notification, the 'Include Attachment' option was set to true, ensuring the email is sent with the attached PDF.

Hope this will help you to sort it out your issue. 

If my answer helped you in any way, please then mark it as helpful or correct. This will help others finding a solution.

Kindly mark it correct and helpful if it is applicable.

[fathahhkf]

Hi @proneet2618, 

We were tasked with attaching a PDF file containing the requested variables to an Approval record. This was accomplished through the following steps:

1. Two Business Rules:

   • A business rule was created to build a table-like structure with the requested variables, which was then stored in a custom HTML field on the Approval record.
   • Another business rule leveraged the out-of-the-box (OOB) PDF Generator to generate the PDF and attach it to the record.

2. Approval Email Configuration:

   • In the approval email notification, the 'Include Attachment' option was set to true, ensuring the email is sent with the attached PDF.

Hope this will help you to sort it out your issue. 

If my answer helped you in any way, please then mark it as helpful or correct. This will help others finding a solution.

Kindly mark it correct and helpful if it is applicable.