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Approval Process for PDF


    We have a doubt that ,after compleating of Approval process  an invoice must generated in the form of pdf and this pdf is to be inserted in Notes and attachments.


Is it possible by standard functionality or by custom logic.


I am afraid its not possible with standard functionality, but you can write a trigger on the object to insert the PDF into Notes and Attachment. You will need a VF page which renders as PDF, this page's content can be extracted as PDF file and inserted in Notes & Attachment.


This functionality is not possible using standard functionality. You have to use custom functionality.

1) Write trigger on object. (after your approval process )

2) Create one viusalforce page and pass id to it.

3) Generate the pdf and attach to Notes and attchment object.


That set..



You could also use a third party app to do this. For example Drawloop, when the approval is received you can update a field on the record to "Create invoice" which will fire Drawloop to create the PDF and then attach it to the record.