Page Comparison

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1. Navigate to the Field List.
   Modules (top left) → Module Name → Forms (tab) → Field List

2. Select 'Add Field' in the top right.

3. Enter an descriptive Internal Name, System Name, and select ‘Attachment' for the type.
   Such as: 'PDFAttachment’

4. Save the Field List.
   

Generate the attachment from the

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Workflow

1. Navigate to the Shared Lookups
   Modules (top left) → Module Name → Workflow (tab) → Workflow Name

2. Select the Action which will generate the PDF Attachment.

3. Select the Subactions tab.

4. Add a ‘New Section’, followed by selecting the menu icon to the right.

5. Within this menu select 'Generate attachment'.

6. Set the Template to be used on the left, and the Attachment field to store it on the right.

7. When the Action is performed the PDF will be generated and stored in the Attachment field.

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