This workflow template, "QuickAction - Create a PDF Report for a Torq Case," automates the generation of a comprehensive PDF report for a Torq case. It is triggered by a Quick Action and includes steps to collect case details, create a formatted PDF, and optionally attach the report back to the case. Ideal for case management, it ensures that critical case information is summarized and accessible for review or archival purposes.
Use Cases
Case Management
Workflow Breakdown
Runs in response of a Quick Action execution.
Creates a PDF Summary Report from a Torq Case.
Attaches report to case from a tqfile.
Vendors
Scripting, Utils, Torq, Torq Cases