I have 3 tables:
Invoices - generates PDF Invoices that are sent to the customers during the month
Expenses - File column that stores an uploaded PDF.
Accountant - Parent for both tables above.
I have a Workflow to make a summary (Excel) with all the data (attachment) and also send all the expenses documents (Other Attachments - PDFs work too).
What I don’t know is how to get the PDF invoices generated earlier, attached to the end of the month email.
I’ve seen some posts about fetching a file from a location but I am after a different solution.
BEST SCENARIO: add a column in the invoice table [PDF Document] and somehow once the invoice is created, the PDF will be added to the record.
This way I can pick it up from there at the end of the month.