besjes

How to generate, name and store PDF's and then email them

Discussion created by besjes on Sep 16, 2018
Latest reply on Sep 16, 2018 by Jason Wood

I want to process a list of approximately 100 invoices each month from contracts.

 

I intend to process this list one record at a time to either print an invoice on paper or save it as PDF and email it to the client.

Email addresses are in the database with the invoice, as well a calculated field to use as a filename to (temporary) store the PDF as a file (preferably in a predetermined folder). This stored PDF is then to be fetched to be attached to an email and send off...

 

Sending emails is not a problem, neither is attaching a fixed file in a fixed location. Storing a list of files and attaching different files (variabel) to each separate email is not an option in the "Send mail" script step. How do I do this?

 

The "External data sources" management only seems to be geared for fixed files in fixed locations ...

 

-current OS/FileMaker: OSX 10.9.5 / FileMaker Pro Advanced 14.0.5 and OSX 10.13.6 / FileMaker Pro 16.0.5

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