Hey all - it's been a while since I've seen work-arounds or solutions (or simply just posts that say "you can't save PDF's on the Server" and thought I'd re-visit this question.
My problem: I'd love to take information on one of my layouts, create a PDF version of this, schedule an email on my server and have this PDF emailed me on a regular basis.
I get that some of the replies on this say that the Server cannot create a PDF and so this doesn't work.
My current 'work-around' is to
- Set variables for $Filename, $Filepath and end it with a ".xlsx" to make it an Excel document (only format I can manage to use in this process since PDF's aren't an option
- "Export Records" with the $Filepath
- Send Mail and include the $Filepath in order to attach the file to the email
This gets me a scheduled email that has an excel file attached with the data from the layout inserted.
But man do I wish we could have the fancy reports we've designed (with all the glorious formatting) to be auto-generated and sent out.
So my question is how are YOU handling this type of scenario? Are there work-arounds that I'm missing somewhere (with or without 3rd party assistance/plug-ins/etc)?