Product Ideas

Please add the ability to "Generate Document" which is a .CSV and attach that .CSV in an email

I would like to know when OnTask will provide the ability to "Generate Document" that is a .csv file (not Word Document) and email that as an attachment within a workflow? (The goal is to capture form results into a .CSV file upon workflow completion)

  • Amber Luu
  • May 13 2022
  • Needs review
Requested by: Customer
Prospect/Customer(s) Company Name(s): Jordan Gardner
  • Attach files