Custom module in CRM - Would like to have a pdf report of a record once approved and closed.
Hello
I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf.
Is this something I can build into a workflow - email external user with a pdf of a report from the custom module record?
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Sunderjan Siddharth
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