I have two templates, a Word and an Excel. The output of the Word template needs to be in PDF format and Excel template should keep the original format.
After the document generation, I need to send out an email with the two outputs as attachment.
Here's what I've tried:
Is there a way in which I can get the output from both the DDPs as attachment to a single email.
Hello - The best solution to send the email with two document types is as follows:
1.Run two DDP's; one containing the Word template and one containing the Excel template both with email delivery options
1b. Run the first DDP with a Word template and store that as an attachment on the record then using a trigger populate a field with that attachment id. Run a 2nd DDP that grabs the first attachment and returns originals with an email delivery option
2. Make sure the Word document can be converted to a PDF template