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Automation of Output SFM & "Finalize" Action

Staff Chef
Staff Chef

Re: Automation of Output SFM & "Finalize" Action

Also please add the link to the idea on here when created so anyone who ends up here can vote on your idea to help get it delivered.

~If my post was useful, please give me a thumbs up! Mark correct answers as 'solutions' so we can all find answers faster!~
Message 11 of 14
Roast Chef
Roast Chef

Re: Automation of Output SFM & "Finalize" Action

Good idea and done!  Idea 1474

Message 12 of 14
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Roast Chef
Roast Chef

Re: Automation of Output SFM & "Finalize" Action

Idea 1474 created.

Message 13 of 14
Pastry Chef
Pastry Chef

Re: Automation of Output SFM & "Finalize" Action

I created a similar Idea 1416 in June that is essentially the same issue. In every situation, the user has to manually press the 'Finalize' button to generate the PDF. And, to your point, output docs cannot currently be scheduled.

I have spoken with Professional Services and they have confirmed that there is no existing way to automate the generation of an output doc including service reports and service quotes. Instead, the solution recommended is to build the document in Visual Force and trigger the PDF and emailing if desired.

Message 14 of 14
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