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ExleazExleaz 

Approval process for Attachments

Hi

    We have a doubt that ,after compleating of Approval process  an invoice must generated in the form of pdf and this pdf is to be inserted in Notes and attachments.

 

Is it possible by standard functionality or by custom logic.

SharathChandraSharathChandra

No there is no such standard functionality we can write custom code for that.

ExleazExleaz
How we generate pdf after completing Approval Process by custom logic and at the same time sending a mail with that attachment to owner of the record.
How is it possible...
SharathChandraSharathChandra

So on the detail record,  we will be providing a custom button which will generate an invoice and save it as a pdf attachment to notes and attachment section.