Why is the Alerts & Notifications module not attaching my PDF?

Issue:

You’ve created a PDF of a survey using the Save Survey PDF to a Field external module and are trying to send it as an attachment through Alerts and Notifications, but the alert keeps sending without the attachment.

Cause:

This is happening because the Alerts & Notifications logic is being evaluated and the email is being sent before the Save Survey PDF to a Field has a chance to create and save the PDF.

Solution:

Add logic to the Alert to delay sending the message to give time for the Save Survey PDF to a Field module to create and save the PDF.

In the example below, we’re simply duplicating the trigger in Step 1 and asking REDCap to evaluate the logic to ensure it is true before sending the alert. In Step 2, we are delaying sending the alert for 2 minutes to give time for the Save Survey PDF to a Field module to create and save the PDF.

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UI in Redcap 10:

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