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Send Email Action - Include Transaction PDF - Can we control the Transaction Form used?

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

Do we have any control over which Transaction Form is used to create the PDF that is used when sending a Transaction PDF with the Send Email action in a Workflow? Is it supposed to use the Preferred form, or can it only use the "Standard" form?


My end goal is to email Pick Tickets to the warehouse as soon as the order is received. I can send a PDF of the Sales Order via the Send Email, so I created a custom Sales Order form that is basically a clone of our Pick Ticket.

I have tried two options to send the email using the Pick Ticket clone form, and both were unsuccessful.

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