I am seeking some clarification on PDFs , we need to create an action to create a PDF.
Can this only be done if we want to email it?
If we need to email it can it be viewed first?
Can we store a view of the PDF or its contents for future reference? Any help appreciated.
Yes, there is an option to store it in the drive. I’m not sure about the email part, but you could always just email it to the person that presses the button USEREMAIL() then they can review and know what they’re getting, almost like a confirmation of sorts
thank you. Can you tell me how I create the PDF and how I store the link to the PDF in my app. I have created a pdf by using an action to email but cant see how to just simply create the pdf?
@Ellie_F sorry I’m not more help, but these docs have some good information… https://help.appsheet.com/?q=Pdf
@Ellie_F
See the topics “Attachment template” and “PDF Attachment” in this article help.appsheet.com - Sending Email from a Workflow Rule or Scheduled Report
Sending Email from a Workflow Rule or Scheduled Report help.appsheet.com