Sending PDF attachement with workflow

[Felix_Eduardo_S]

Hello,

I’m trying to send the same template with two workflow

1. with a button
   
2. whenever the parent table has a new entry (with one or several related entries)
   

when the user hit the button, the template works perfectly and send the info of the parent and children table, but when the workflow is triggered by a new entry, it only send the info of the parent table

can you tell me why is that and help me to send the template with all the data automatically ?

Thank yo for your help

[LeventK]

Chiming in @Aleksi

[LeventK]

@Felix_Eduardo_Sanche
When you are creating a new parent record, are you creating the related child records with reverse reference? I mean with a ref whose isPartOf property set to TRUE?

[Felix_Eduardo_S]

yes

[Felix_Eduardo_S]

[Aleksi · Accepted solution]

The reason is because the parent record is saved first and that will trigger the Workflow before Child records are saved. Check this sample app (Parent Workflow) from this Portfolio how you can do that. https://www.appsheet.com/portfolio/531778

[Felix_Eduardo_S]

Nice ! thank you @Aleksi

[Felix_Eduardo_S]

and @LeventK for putting aleksi

[Aleksi]

You’re welcome