Error in Process Definition: PDF Not Attached to Quote

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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  • Hello  , 

    Thanks for bringing this up. 
    Can you clarify the version where this is happening?
    I mention that because there was an issue that could generate a similar scenario.
    But that issue was already solved on version 14.0.0. 

    #94095 ( portal.sugarondemand.com/

    If you running version 13.0.X the best is to create a case and request an hotfix. 
    Let me know if this helps. 

    Cheers, 

    André 

  • Thank you for your feedback, we are running SugarCRM, Version 13.0.3 and SugarCRM, Version 14.0.0 - I tested on 14 and it didnt work either so will raise a support case with Sugar 

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  • Thank you for your feedback, we are running SugarCRM, Version 13.0.3 and SugarCRM, Version 14.0.0 - I tested on 14 and it didnt work either so will raise a support case with Sugar 

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