Creating a narrative document from data

[StephanieW]

Hello, I'm interested in finding resources on how to use data in Caspio to generate a narrative report. I would want to do this by creating a template using <markers> (see example below).  I have seen several articles about how to do this using fillable PDF documents, but my request is more robust.   Let's say you want to create a thank you letter to a customer but one that has headers and other information such as (I'm going to start simple):

<Timestamp>

<Date_Created>

Dear <Parent_First_Name>, <Parent_Last>,

Thank you for being a valued customer of <business_name> and for bringing <child_firstnam> to <pron_hs> visit on<vis_date>.   Based on the visit, the results are below:

General Health

<child_name>'s weight was <weight> and height was <height>. <child_firstnam>'s weight is in the <percen>percentile, which is deemed in the <range> range.   <child_firstnam>'s height is in the is in the <percen>percentile, which is deemed in the <range> range.  blah blah blah

Parent Concerns

<Parent_First_Name>, <Parent_Last> listed concerns as <parent_concerns>.

Follow up care and suggestions

<child_name> should be monitored by this team every <duration> at this office.  Some suggestions for home care and activities include <sugg_acts>.

Please reach out to our team at <phone> or on the portal if you have any questions. 

Sincerely, 

<clinician_name>, <clinician_title>

[DrSimi]

Hi @StephanieW,

The request sounds doable with all of Caspio's PDF generation methods, be that a fillable PDF where you set the "markers" mapped to each field in a datasource (and a predefined format for the document), or you could even create a Details Page with the Download PDF option enabled and create the format you're looking for using HTML Blocks.

https://howto.caspio.com/datapages/datapage-components/html-blocks/

https://howto.caspio.com/parameters/formatting-parameters-in-email-body-and-html-blocks/

 

On the other hand, if you format your letter with HTML, you can also enable the Email Notifications in a DataPage or create a Triggered Action/Task with a Send Email block that would send them this information formatted automatically (though not in PDF format) on a predefined schedule or when a Table action happens, for example.

https://howto.caspio.com/notifications/email-notifications/configuring-email/

https://howto.caspio.com/triggered-actions/triggered-action-elements/actions-2/send-email/

 

I hope this helps!

[StephanieW]

Thank you so much , @DrSimi!  I'll try this !  I appreciate the information!