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Showing content with the highest reputation since 06/17/2018 in all areas

  1. 1 point
    If you would like to receive the value in a submission/update or details page to stamp it to the record then you can change the form element to hidden and receive the parameter from authentication. https://howto.caspio.com/authentications-and-connections/authentication/stamp-a-record-with-user-profile-data/ In report pages to return user-related data https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/
  2. 1 point

    Save report to a record

    Hi Jean-Pierre, You can create Reports DataPages downloadable in PDF Format and then convert PDF to DOC. PDF Generator is available starting from Performance plan. 1) Open your DataPage in edit mode. Go to the results or details page configuration step. 2) Insert Header/Footer (if you don’t already have one), and view the header in Source. Paste the code below into the header. It will create an icon for the PDF download: <a href="[@cbprotocol][@cbbridgeservername]/PDFGen.aspx?AppKey=DPAppKey" target="_blank"><img src="[@cbprotocol]static.caspio.com/bridge/images/PDF_print.png" alt="Download as PDF" border="0"/></a> 3)Replace"DPAppKey" with the AppKey of your DataPage. Also, you can use one or more of the formatting parameters to achieve a more custom look and feel in your PDF files.
  3. 1 point

    Combining data to make report

    Hi there @JeanPierre, Does your Employee and Contract data saved on different table? If it is, then you can create a View to join those table. https://howto.caspio.com/tables-and-views/what-are-views/creating-a-view-to-join-tables/ Hope that helps.
  4. 1 point
    Hi @JeanPierre, Creating contract in Caspio is possible using report function. You need to have a Report DataPage and make the table with all your customer's data as Data Source. You need to have HTML block to add some standard text. To pull up to customer's data, you need to insert the DataSource field, as what's shown on the image above. Please refer to this articles for more info: https://howto.caspio.com/parameters/ And this video might be helpful as well: