BPM Doc Merge

Hi,

SugarCRM 12 Enterprise

I am trying to use SugarBPM to create a PDF with Doc Merge and then email it out.

I have dropped an action widget on to my design canvas and configured it for 'Doc Merge' by adding my template and ticking the PDF checkbox.

I fired the process and it completed without any errors, but I cannot see where the PDF document has gone (it is not in the Documents module) and I cannot see how I can get hold of the resulting PDF in BPM to email it out.

Any help would be greatly appreciated.

Many thanks

Tony

Parents
  • The merged document is saved as a record of module Document Merge, whose id is returned by POST /DocumentMerge/merge

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Dear Andre,

    Thank you for your reply.

    I am not sure how Sugar intended the Doc Merge action in BPM is supposed to work.  I would like to handle the resultant merged document directly in the process and my aim is to email it out, but that does not seem possible.

    I tried to do a GET on module DocumentMerge, by changing the URL to <site address>/#DocumentMerge but that does not exist.  

    Creating a merged document in the BPM and then having to fish it out using the API is really awkward and I would not know how to identify which document relates to which, say, Account.  I would not think this is how Sugar intended the BPM function to be used?

    Many thanks

    Tony

  • I would like to handle the resultant merged document directly in the process and my aim is to email it out, but that does not seem possible.

    hi

    The BPM Action settings allow for that, so rather than assume anything can I check you did the following:

    Does that help?

    .

    CRM Business Consultant

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