Jump to content
  • 0

Create PDF & Attache it to client file


SLents
 Share

Question

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.

Link to comment
Share on other sites

6 answers to this question

Recommended Posts

  • 0

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  

Link to comment
Share on other sites

  • 0

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/

Link to comment
Share on other sites

  • 0

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/

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
 Share

×
×
  • Create New...