fix: show customer name for naming series in process soa #36843
Merged
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Problem
name
field for specifying the customer. However, in cases where thename
of the Customer document is different from thecustomer_name
field (eg: when naming series is used for Customer doctype), the subject and body of the email show the document name instead of the customer name.name
field instead of thecustomer_name
.Solution
customer_name
field instead ofname
wherever necessary.Notes for Reviewer
As mentioned in the issue, there was a need to use the Subject as the PDF name before sending the report PDF in the email. Have added an extra field for specifying the PDF name format in Email Settings to keep things general. Please mention if a different approach can be used here.
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no-docs