I have a query regarding sending email notifications to users and attaching notes to the pdf attachement.
I have two tables - one of which the users have a list of products that they input order quantities of. And the other is a Notification table storing date/time, completed by and notes (PDF Header) columns.
Table 1 - product and qty
Table 2 - Notification
My issue is that the workflow rule is triggered by changes in the notification table - so they click they have completed the task and the date/time updates, hence the email is sent. But I have been trying to add notes into this pdf by another column but noticed a lot of duplicate pdf files coming through.
The PDF Header is a longtext field type that uses quick edit.
Whats happening is the workflow is triggered by ALL CHANGES so when the users type in notes in the PDF Header column it triggers the workflow and then the button is pressed and the pdf sends again.
I was hoping to find a workaround for this issue as it is causing confusion to the users receiving emails of the same products/quantities. Any isues or guidance is appreciated.