No Ability to Rename Record Template PDFs in SendMail Task

sendmail
[
    from: zoho.adminuserid
    to: input.customer_email
    subject: "Invoice"
    message: "Please find your invoice attached"
    Attachments: template:Invoice_Template:Form_Name record_id as PDF
]

// STEP 1: Send PDF to intermediate form via email
sendmail
[
    from: zoho.adminuserid
    to: "capture_form@creator.zoho.com"
    subject: "Temp PDF"
    Attachments: template:Invoice_Template:Form_Name record_id as PDF
]

// STEP 2: Schedule a task (not immediate!)
// Wait for email to process...

// STEP 3: Fetch the file via API
file_response = invokeUrl
[
    url: api_endpoint
    type: GET
    connection: "creator_connection"
];

// STEP 4: Rename using setFileName
file_response.setFileName("CustomFileName.pdf");

// STEP 5: Finally send with renamed file
sendmail
[
    from: zoho.adminuserid
    to: input.customer_email
    subject: "Invoice"
    Attachments: file:file_response
]

sendmail
[
    from: zoho.adminuserid
    to: input.customer_email
    subject: "Invoice"
    Attachments: template:Invoice_Template:Form_Name record_id as PDF filename:"Custom_Name.pdf"
]

pdf_name = input.Client_Name + "_Invoice_" + input.Invoice_Number + ".pdf";

sendmail
[
    from: zoho.adminuserid
    to: input.customer_email
    subject: "Invoice"
    Attachments: template:Invoice_Template:Form_Name record_id as PDF filename:pdf_name
]

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• Karunakaran G

  

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