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Error in Process Definition: PDF Not Attached to Quote

Christopher Hart

I created a simple process definition to generate a document merge to PDF when a quote changes to "Accepted."

The process triggers, but no actual document is generated. I'm not using revisions on the document template, so that's been ruled out.

Any idea why this isn't working as expected?

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  • 0

    Perhaps you could try the following:

    1. Permissions
      • User Permissions: Ensure that the user who is executing the process has the necessary permissions to generate documents.
      • Document Permissions: Check that the document template has the correct permissions set.
    2. Error Logs
      • SugarCRM Logs: Review the SugarCRM error logs for any messages that might indicate what went wrong during the document generation process.
      • Debugging: Enable debugging for the process definition to see if any errors are logged when the process is executed.
    3. Testing the Process
      • Test with Different Quotes: Try changing the status of a different quote to see if the problem is isolated to a specific quote.
      • Manual Document Generation: Attempt to manually generate the document using the same template to ensure that the template itself is functioning correctly.



  • 0 in reply to Carlos Giron

    I am testing this as root admin account so there are no permission issues, I can perform a doc merge to PDF manually for all quotes in any stage using the same doc template, and regrettably nothing in the logs :-(

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