Create Email Button
I'd like to know how to create a single button that i can click that will email a pdf copy of an open record to a email recipient. How would i go about setting that up?
You write a script where the first steps use a Exploring the use of a $Path Variable in Scripts to save the PDF to a location on your computer: Found Sets to PDF with unique file names
Then you add the send mail script step, click the attach check box and type in the exact name of the path variable used to save your PDF. If you save to your Temporary folder, the file will not be retained and you can avoid cluttering up your computer with PDF's that you've emailed.
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