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CiviCooP / org.civicoop.pdfapi

Create PDF files and send them to a specified e-mail address from the API
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Feature Request - can the email copied to the activity store a unique PDF each time? #13

Closed yorkshirerose closed 5 years ago

yorkshirerose commented 5 years ago

Thank you for this extension, just what we needed on a site sending out PDF Certificates that rely on tokens from the custom fields!

One feature that seems to be missing is a copy of the PDF Certificate sent out - the email activity that can be generated has an attachment, but this only ever shows the most recent PDF Certificate generated (i.e. the tokens show someone else's details). It opens the last template generated rather than stores a unique Certificate per person.

In the emails sent out, it works fine, and we can store a copy of the PDF activity so the information is stored on the contact record, but there's no neat formatting, etc so it's not a good solutions either. Would be great to be able to store a copy of the PDF itself as well.

jaapjansma commented 5 years ago

That is a really nice feature. Hopefully someone might implement it or have funding for it.

yorkshirerose commented 5 years ago

Just spoken to the organisation that asked about it - there may be some money, who do I speak to about costing this up - is it you or Erik (or CiviCoop)?

jaapjansma commented 5 years ago

Any of us would do. My guestimate would be this would cost between 4-6 hours of work (our hourly rate is 100 euro per hour, excluding VAT).

yorkshirerose commented 5 years ago

OK, thanks for the quick response. How soon could it be developed? They are keen but are about to send out the initial Certificates, so the question is, do they hold the emails because this can be done fairly quickly or should they go ahead because the work is likely to be scheduled in a month or so?

jaapjansma commented 5 years ago

It is probably be developed in the next month or so, if I have to do it. So it depends on how long they could wait for it whether they should wait. Maybe @kainuk or @AlainBenbassat could develop this earlier. I will ask them.

kainuk commented 5 years ago

Hi @yorkshirerose, I have time next week, I will send you an email.

yorkshirerose commented 5 years ago

Brilliant, thank you.

ErikHommel commented 5 years ago

@kainuk I have recently updated the PDF API to version 2.0, ping me if you need any clarification. @yorkshirerose if I understand correctly there is an email activity added to the relevant contact if you set the parameter email activity as 1 but the attachment always shows the latest PDF, not the one that was created for the contact?

yorkshirerose commented 5 years ago

@ErikHommel yes that's right. Thanks.

kainuk commented 5 years ago

Confirmation of @yorkshirerose that it worked "The send-out mechanism has worked really well and is very quick for a manual method, the only drawback I suppose is the scope for human error that remains!"