[gmccanna]

Is it possible to create a Workflow to perform a Mail Merge operation?

​Problem: One of our vendors requires a separate PDF Contract Document be emailed along with each Purchase Order. The Contract PDF is a Merge document and includes several Fields (date, item, PO#, cost, etc.) from the Purchase Order. Currently, following the creation of the Purchase Order, the user selects the Email Action, selects the appropriate Email Template, and the correct Document Template, and performs the Merge&Send. This works fine, unless the user selects the wrong template and/or file, causing lots of extra work.

Possible Solution: Create a Workflow Button after the Purchase Order has been created to automate the Email Merge process described above. Thus eliminating the possibility of user error.

Issue: The Workflow Button has been created along with the Email Workflow, however there does not seem to be a way within the Workflow process to have the PDF Merge actually take place. Both the Purchase Order and the PDF document are successfully emailed to our Vendor, however the PDF Merge Fields are left blank in the PDF Contract Document.

Suggestions or other possible solutions???

Thank you!

(Please let me know if I should I post this question in another Area of the Forum)
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[chanarbon]

gmccanna ,

Normally, Send Email action could do this but it normally prints or merges the document with the PDF layout/ HTML layout defaulted for that transaction form. Here’s a quick alternate solution that most people use, you create a button using User Event script that once click triggers a call to a Suitelet which is the one that performs the merging of documents using Email Merger object in 1.0 or print it using render module in 2.0

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