2 Replies Latest reply on Nov 28, 2013 1:46 AM by 56up

    Save PDF in a container script step


      Save PDF in a container script step


      I have a script to save a quotation as a PDF and attach to an email which works extremely well. The relevant steps (not complete as it shows the names of our employees) is shown below.


      Save Records as PDF(Restore; No dialogue; "$Path"; Records being browsed)

      Send Mail [Send via E-mail Client; to Quotations::email; CC: ---------- (using the file created in the step above)


      The script, using a variable $PDFName also saves a copy as a pdf in a particular folder on my computer, visible by all others on our network.

      At the moment we open the folder and drag a copy of the quotation into a pdf container in Filemaker. This allows the completed quotation to be seen and shown to customers in Filemaker GO. Is there a script that I can use to insert the pdf into the container field automatically?


      On another point, if I enter some text into the email setup box such as "Please find attached..." or a calculated salutation, the email text becomes plain text instead of HTML so our signatures do not enter with images. If left blank, it becomes HTML. Is there any way to enter text and still leave it as HTML?


        • 1. Re: Save PDF in a container script step

               Use one of the Insert steps with the $Path variable to insert it into the container field as part of this same script.

               Emails from FileMaker are plain text. I'm surprised that you get any HTML features at all form the email. You may want to investigate the use of an email plug in that support HTML formatting.

          • 2. Re: Save PDF in a container script step


                 I thought I had tried this but discovered I was in the wrong layout so it did not post. Have it working now.


                 And yes, try it. If you leave the message field blank, the email is inserted into outlook in HTML format.