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Workflow Mail Merge

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization 1 comment

Is it possible to create a Workflow to perform a Mail Merge operation?

Problem:  One of our vendors requires a separate PDF Contract Document be emailed along with each Purchase Order. The Contract PDF is a Merge document and includes several Fields (date, item, PO#, cost, etc.) from the Purchase Order.  Currently, following the creation of the Purchase Order, the user selects the Email Action, selects the appropriate Email Template, and the correct Document Template, and performs the Merge&Send. This works fine, unless the user selects the wrong template and/or file, causing lots of extra work.

Possible Solution:

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