Question

How to automatically email two different report layouts at Invoice Print

  • 9 August 2022
  • 0 replies
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We are using Apps 10 upd 13 and looking for some suggestions on how to trigger two different emails with different report layouts attached when our Invoices are printed.  We have been testing with the setup below.

 

  1. An event action (PDF_REPORT_CREATED) that has been in use in our prod environment for a couple years.  This sends an email with our default layout invoice to the correct recipient.
  2. A new Report rule that triggers a different email and recipient. 
    1. This email successfully sends to the correct recipients at invoice Print
    2. We are able to define the layout in this report rule, but it also changes the layout for the event action email, which is not what we are looking for.

 

We tried to use multiple report rules or to combine the two emails into one report rule but that did not work.  We do not want to use the PDF_REPORT_CREATED for our new email because we need several fields to be pulled into the email that are not available through the pdf_parameters. 

 

Are there other options that we are missing or any suggestions for an alternate way to control the sending of both emails/layouts?


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