PDF Email Workflow

[Neilemmo]

Hi,

I am trying to create a workflow which outputs the data entry as a PDF and sent via email.

However, my understanding from what I have read it can only be done using a google doc as the template for the attachment. Does this mean I cannot use this feature as my app is built using the OneDrive? or can I the html format, which I really cannot get my head around. I need to somehow have the templace to have all the fields on the form but only out the fields which had complete entries on the PDF.

Any help would be appreciated!

[Rafael_ANEIC-PY]

Hello @Neilemmo

Neilemmo:

However, my understanding from what I have read it can only be done using a google doc as the template for the attachment. Does this mean I cannot use this feature as my app is built using the OneDrive?

I don’t think that’s what it says on the email templates doc:

We support Microsoft Word, Microsoft Excel, CSV, HTML, JSON, and XML template files stored on these data sources:

• Box
• Dropbox
• Google Drive
• Microsoft Office 365
• Microsoft OneDrive

You have a lot of options for template file formats hosted on OneDrive, you can read more about it here:

help.appsheet.com

Email Templates

Controlling the content and format of email messages with templates.

Also

Neilemmo:

I need to somehow have the templace to have all the fields on the form but only out the fields which had complete entries on the PDF.

That can be donde using template If expressions, check these docs out my brother:

help.appsheet.com

Template Variables

Using variables in your workflow templates.

help.appsheet.com

Template If Expressions

Using If expressions in your workflow templates.