We have a custom report related to a custom table linked on a Project record. We want to (in an automated way) run this report for a project and attach the report as a PDF to the project. Ultimately this attached PDF file will be pulled into an external system via an API. But we need the PDF attached first. Anyone ever done anything like this?
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Business event or action to run report and attach as PDF to related document
Best answer by darylbowman
It is possible to run reports in code and upload them to Files, yes.
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