I have built an app with a “Customer” table. I also have a “Documents” table that is related to the Customer i.e. (Related Documents).
I generate an email (with attachment) through “workflow”.
I want to save the attachment PDF to the related Document.
Is this possible?
What do you mean? Please elaborate.
My app has a “Customer” table
I have workflow rule to send an email with a PDF attachment.
I need to save the PDF attachment to a table “Documents”
(The Documents table is related to the Customer table).
I may advise start reading from here initially:
And then perform some research…
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