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en:extensions:workflowdesigner:tasks:record-management:save-pdfmaker-template [2014/10/15 13:15] swarnat created |
en:extensions:workflowdesigner:tasks:record-management:save-pdfmaker-template [2014/10/15 13:19] (current) swarnat |
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| ====== Save PDFMaker Template ====== | ====== Save PDFMaker Template ====== | ||
| + | <WRAP center round tip> | ||
| + | This task requires the PDFMaker extension from ITS4you. | ||
| + | </WRAP> | ||
| + | You could save an Invoice PDF in the Documents module with this record. | ||
| + | |||
| + | | **Document title** | The Title of the new Documents record | | ||
| + | | **Document description** | The description of this new Documents record (optional) | | ||
| + | | **Folder** | Choose a folder, which you want to use to store the file | | ||
| + | | **PDF Template** | Which PDF Template you want to save | | ||
| + | | **overwrite Filename** | You could manually generate a filename, which overwrite the one you configured in PDFMaker. Keep empty to use the PDFMaker Filename | | ||
| + | | **create relationship** | Do you want to link the new Documents Record to the current record? (mostly yes) | | ||
| + | | **force execution with this record** | Do you want to execute a Documents Workflow on this new created Documents record? | | ||