Create PDF & Attache it to client file

[SLents]

Is there a way to create a form that will save as a PDF and then attach itself to the client (page, table, what ever - I am new to all this) I have to document specific things for each client that the state will want to look at during their quarterly audits. If the document is missing, well, it can't be. Any help would be appreciated.

[PotatoMato]

Hi @SLents, you may generate a PDF file from Results and Details DataPages. For more information about PDF, you may check it here: https://howto.caspio.com/datapages/pdf-download/pdf-download/. You may also watch the tutorial from Caspio's Youtube channel regarding PDFs

 

 

[Talbot]

Hi Slents: I think the need is to first create the PDF and then attach the PDF to the parent record.  I don't see an easy way to make this "attach" link without using Caspio APIs and a server side program - for example in AWS. Because we are working with Caspio APSIs all the time, this would be our approach but it is not "Low Code".  We could show you how we do it.

David Talbot  - dtalbot@workmovr.com  

[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/

[Kurumi]

Hi everyone!  Caspio has new update and enhancement about PDF Documents. You can now insert PDF documents on results pages in addition to details pages. You can now as well customize the “Download PDF” action link using the associated style and localization, or create a custom display during DataPage configuration.

It is available in R31 version: https://howto.caspio.com/release-notes/caspio-31-0/

[NailDyanC]

Hello everyone, I would like to add some other information about PDF of Caspio. Here's an updated video of Caspio Labs in creating Custom PDF Templates With Document Generation:

[NailDyanC]

Hello everyone, just want to let you know that Caspio has new enhancement about Document Generation. They introduced more data formatting options, including regional settings to influence how text, numeric, currency and date/time values appear in our generated PDF documents. You may check this link about the new release enhancements: https://howto.caspio.com/release-notes/caspio-33-0/