Question

How to attach a PDF file within an email

Hello guys...

I am trying to convert a section into PDF using the activity pxCreatePDF and then attaching it into an email but I am struggling with the activity AttachConvertedPDF which asks me the following items:

InsHandle
Note
Category
strFileSource
strFileName

Someone could help me with what I have to provide in each items above?

Thanks a lot!

Marcos

***Edited by Moderator Marissa to update platform capability tags****

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Pega
June 27, 2019 - 10:17am

Hi,

To answer your question, the parameters are as follows:

  • InsHandle - The handle of the work object the file is being attached to.
  • Note - A note (typically displayed along with the attachment on the work obejct).
  • Category - The attachment category.
  • strFileSource - The stream of the file being attached.
  • strFileName - The name of the file being attached.

For an example of how this activity is used you can review the Work-.ConvertAttachmentToPDF flow action. rule.

That being said, it looks like this activity just attaches a file to a work object, which pxCreatePDF can do for you as it creates the PDF.

Hope this helps!
-Kurt