PDF Generation

[jpowell]

We are generating PDFs using Caspio.  So once a datapage is submitted, users can navigate to the reports page see the submitted data.  The user can then click a link that says 'PDF' which maps the data to a custom PDF.  For example, we created a web form using caspio that is an Invoice.  Once a new form is completed and submitted, a user can then navigate to the reports page and download the invoice as a PDF to send to vendors.

Is it possible to automate the generation of the PDF so that we can hit the API and grab both the PDF and data for that submission?  Caspio at first said it was not possible because we do not have access to the server where we could pick up the PDF locally.  However, Caspio then came back and said it was possible (was told this via email) but they never explain how we could accomplish it.

Has any one done this?  Any ideas on how to accomplish it...?

[telly]

Hi @jpowell,

I suggest redirecting the user upon submitting in the report DataPage which will filter by the parameter. You may follow the steps below:

1. Create a submissions form
2. Set the redirection to report DataPage
3. Receive the parameter from the submission form in the Report DataPage
4. Enable the PDF download 
5. Suggest setting the record to 1 on the Search and Report Wizard - Results Page Options
 

[SinJunYoung]

On 11/24/2020 at 12:16 PM, telly said:

Hi @jpowell,

I suggest redirecting the user upon submitting in the report DataPage which will filter by the parameter. You may follow the steps below:

1. Create a submissions form
2. Set the redirection to report DataPage
3. Receive the parameter from the submission form in the Report DataPage
4. Enable the PDF download 
5. Suggest setting the record to 1 on the Search and Report Wizard - Results Page Options
 

Maybe he can also reference this link to effectively follow your instructions: 

 

[IamNatoyThatLovesYou]

Hello, just want to add more information that may help, a new PDF download option is available for the details pages of Reports, Calendars, Combined Chart and Reports, Details and Pivot Table DataPages. The PDF configuration for details pages is similar to the existing options available on results pages.

Learn more about PDF reports generation.

[PotatoMato]

Hello. Just to add, with the release 25.0, Caspio has released a Youtube tutorial on how to generate PDF files. Hope this helps.

 

 

[astroboy]

Hi there!

For everyone's appreciation, there are new PDF features added in the most recent release (Caspio Bridge 26.0) that you may find helpful. Here's the link for the Release Notes:

https://howto.caspio.com/release-notes/caspio-bridge-26-0/?_ga=2.163447668.970360447.1614098844-1182519464.1600185391

Cheers!

[Kurumi]

Hi everyone! Just an update: Caspio has finally released a feature to show document generation, initially supporting custom PDF templates. You can upload your own fillable PDF file and map each field to a Caspio table.

It is available in R30 version: https://howto.caspio.com/release-notes/caspio-30-0/

[PotatoMato]

Hi! Just to add about PDF templates. You may check this How-to article: https://howto.caspio.com/document-generation/

[IamNatoyThatLovesYou]

Greetings! You can now insert PDF documents on results pages in addition to details pages in the new release of Caspio. During DataPage configuration, you can now customize the "Download PDF" action link with a style and locale, or display a custom layout. You may check here for more information. 

[PotatoMato]

Hi! Just to add again, Caspio has released a video tutorial about PDF template with document generation: 

 

[PotatoMato]

Hello. In the upcoming Caspio release, Caspio has added enhancements on document generation: https://howto.caspio.com/release-notes/caspio-35-0/#:~:text=Enhancements to Document Generation

 

-Potato

[Aether]

Hey there! Caspio releases new enhancements to the document generation feature, check this out: 

Support for images in addition to text in PDF watermarks
Additional capabilities that determine when a PDF checkbox should be selected or not: 
- More conditions added for date/time and timestamp fields 
- The ability to use display values of related tables in conditions 
Additional “Data source type” column on the document templates list view
Source: https://howto.caspio.com/release-notes/caspio-36-0/#:~:text=Enhancements to Document Generation

[Aether]

Hello! Caspio releases another new enhancement to the document generation feature, refer below: 

• Ability to sort values from related tables for generated PDF files
• New “Last generated” column on document templates list view
• Customization of Date/Time format in PDF files

Source: https://howto.caspio.com/release-notes/caspio-40-0/#:~:text=Enhancements to Document Generation 

[ParkLoey]

Hi guys! Just wanted to update this thread regarding Caspio's recent PDF generation features:

• The option to enable password protection for generated PDF documents.
• The ability to replace PDF templates while preserving existing mapping configurations.
• The option to apply custom number formatting to values.

https://howto.caspio.com/release-notes/caspio-43-0/#:~:text=Enhancements to Document Generation