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we have one module cheque collection when sales person receive cheque he attached copy of cheque in the system and we have to create one workflow which will send that template automatically to customer and finance team.
the problem is every time sales will attached different PDF file in record so how will workflow trigger for same can anybody pls help .
I have also email template option but its not work .
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Hi Asif,
Assuming, pdf is attached as a note, we can have a custom workflow which will trigger on creating of note and sends the email with that attachment, you can have a check to send the email for the notes which have attachments.
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