ronnie65 Posted February 23, 2008 Share Posted February 23, 2008 I have an invoice that I've set up to be able to print. This works fine as the scrip takes it to a new page where I can see how the invoice will look and print it. However, now I need to be able to email the invoice when I click the email icon in the invoice form. I don't know exactly what scrip to use to be able to email and for the client to actually see the invoice as an attachment or for it to appear on the email. I'm really knew to this so scripts are a bit beyond me right now. HELP!!! Quote Link to comment Share on other sites More sharing options...
Sunshein Posted February 23, 2008 Share Posted February 23, 2008 In version 8, it should be no problem. I am presently assisting a company in doing exactly what you are looking for. In addition to sending the invoice, you should consider tracking ones which are sent so that you don' t duplicate the effort which could present some annoying results on the side of the customer. Quote Link to comment Share on other sites More sharing options...
David Head Posted February 23, 2008 Share Posted February 23, 2008 Sunshein, with respect, that does not answer the question. While it is useful for the OP to know that it can be done, they asked how to do it and what script steps to use. Would you care to elaborate on your method? Do you use native FileMaker Pro script steps like Send to PDF and Send Mail? Or do you use a mailing plugin and perhaps a file manipulation plugin? Quote Link to comment Share on other sites More sharing options...
Sunshein Posted February 23, 2008 Share Posted February 23, 2008 It seems like the earlier version of Filemaker running on PCs needed to use a plugin, but with later versions - pdf files can be handled directly in the script process. I'm not certain when that capability came about. I would Save Records as PDF, then Send Mail with the pdf file as an attachment. Quote Link to comment Share on other sites More sharing options...
Jack Rodgers Posted February 23, 2008 Share Posted February 23, 2008 There is a function to Save as PDF. Use this for your invoice and then check the box to email the pdf... Quote Link to comment Share on other sites More sharing options...
David Head Posted February 23, 2008 Share Posted February 23, 2008 I would Save Records as PDF, then Send Mail with the pdf file as an attachment. OK, let's go with that then. Although I doubt that you have tried it because if you had, you would have run into the following issue: The Send Mail attachment, if scripted, needs to be a specified file name in a specified location e.g. invoice.pdf on the user's desktop. It is not possible to access the calculation engine to specify the attachment file name. So the native FileMaker Pro solution (without plug-ins) requires a scripted process along the lines of: # Create PDF of report and save to know location with known name # Send Mail to email address with attachment from known location and name # Remove PDF from location Quote Link to comment Share on other sites More sharing options...
David Head Posted February 23, 2008 Share Posted February 23, 2008 There is a function to Save as PDF. Use this for your invoice and then check the box to email the pdf... The issue with using that method is that the email produced does not and cannot be addressed. It would be nice if there were an option to specify the email to address but at the moment you get a blank To: in the resulting email. Quote Link to comment Share on other sites More sharing options...
By Soliant Consulting,
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