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Business event or action to run report and attach as PDF to related document

  • June 20, 2024
  • 2 replies
  • 105 views

kyoung14
Varsity I
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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?

Best answer by darylbowman

It is possible to run reports in code and upload them to Files, yes.

2 replies

darylbowman
Captain II
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It is possible to run reports in code and upload them to Files, yes.


kyoung14
Varsity I
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  • Author
  • Varsity I
  • June 21, 2024

@darylbowman - it appeared there was no “no code” way to do it so thanks for confirming!