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Hi - I'm relatively new to flows and having trouble getting my head around how it functions
Fundamentally want I want to achieve is:
Item entry received
PDF created inclusive of all details on item (list)
Attach pdf to email
Send email to case manager (field in item/list) with a customised email
Tips and tricks please all. The customised email part seems fine but getting the pdf created and attached is proving problematic even with Copilot
@Fidarlis Hello,
Please refer to this blog https://crmwithajlan.blogspot.com/2024/06/how-to-attach-word-template-to-notes.html
This is similar to what you are looking for
Regards
Ajlan