I need to take the image of tab in the Form page which has reports/charts in it and should add as attachment when we try to send an email using a button in Form Page
I tried using Send Email and I have doubt in approaching with Process File.
Can any one help me with this?
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Hello,
Could you please clarify what you mean by "I need to take the image of tab in the Form page which has reports/charts in it"?
Are you referring to an image that is already attached on the form page, or do you intend to automatically generate an image (a screenshot) of the form page or tab and then attach it to the email?
Hi Andrii Kendzor
The Scenario is, In Account, if we have tab that consists of some charts in it, I have one button 'Send Email' in Account, if we click that button, I need that chart data to be added in the email and email should get triggered.
Including the charts in the email is my main task.
I hope you got my question. (Ignore about image in the above comment)
Hi Anish Varma Ch,
Thank you for the clarification.
Creatio does not provide functionality to automatically extract a chart from a page and insert it into an email. Charts in Creatio are UI visualization components, and they cannot be directly embedded or transferred into email content.
If your goal is to include the underlying data, you can create a business process that reproduces the same filtering logic used in your chart. This will allow you to retrieve the numerical data, although without the visual representation.
If the visual aspect is important, a possible workaround is to use an HTML block in your email template and manually generate a chart using the data obtained from the business process. This approach requires building the visualization from scratch within the email.
Alternatively, as you mentioned in you first message, you can manually take a screenshot of the chart, set the email to be sent manually, and attach the image to the email before sending.