I have a tables called “Labour” and “Materials”.
Each of them has a column named [Day Sheet Id] which is a REF to table DaySheets with Is a part of? ticked.
When my users create a new Day Sheet they enter the top level details then use the system generated New button to add Labour and Materials.
These display clearly on the Day Sheet View.
I have created a Workflow Rule that generates and emails a PDF when they Save the Day Sheet record - the Day Sheet PDF should include a list of the related Labour and Material records .
Unfortunately, at that point, the PDF generates without displaying the related records, but if I later go back and reprint the PDF, those records are included.
What am I doing wrong and what do I need to do to make sure that my workflow saves the related IsPartOf records before it generates the PDF?