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Sending BOL as attachment from OTM

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  • Sending BOL as attachment from OTM

    Hi,

    The requirement is to send out BOL on tender accept to suppliers.

    We tried actions PRINT REPORT & PREPARE DOCUMENT both actions and then triggering another agent to send email out.
    From DOCUMENT ATTACHED event which triggers from PREPARE DOCUMENT does send out the email but it sends out html although report's default format is pdf and we run PREPARE DOCUMENT command for saving as pdf. Even that html attachment does not want to open.

    PRINT REPORT triggers REPORT agent which send out email but that is having internal link instead of attachment.

    Any help is appreciated.

    Thanks,
    Sam

  • #2
    Hi Sam,

    Can you please check the security field number on report(POwer Data> Document Generation > Reports). This will dictate whether you need to send attachment or link. You can find more information in OTM help.

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    • #3
      Hi Pranav,

      Thanks for quick response.
      Yeah the default display format is PDF only for BOL report.

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