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Hello Once Again ,

Is it possible to use the "Generate Report" action and then save the report into the DocumentLibrary? To be more sepcific, I would like to generate the report from the Customer->Estimate screen and have it saved in the DocumentLibrary as being associated with the particular estimate. I have already explored the DocumentLibraryLink and determined that is does in fact store an estimate that it is associated with (this is used to update the number of associated documents on the Document button when an estimate is loaded to the screen). I figured this out by clicking the Print Preview button on the Estimates screen, saving the generated PDF/Report to my local drive and then uploading it as a document. Is it possible to automate this process with the available actions?

--Aaron

Hey Aaron,

Great question, I'm going to look into this one and follow up with what I find.

- Mortaza

Hey Aaron,

Unfortunately there is no to automate this process from an Action Set. It would require some manually re-uploading.

- Mortaza