Allow Users To Convert Details Page Into Pdf Reports

[mdeevers]

I'm relatively new to caspio, but I'm using it for darn near every aspect of my work lately.  I think I can get to a point where I have a nice HHTML data page that looks like a report, with set headers and such.  

 

What I REALLY want is to give users the option of converting a data page into PDF document they can easily print.  Is this going to be a third party kind of thing?  Or can I convert HTML into PDF if it's in java script?  Full disclosure: I am NOT a programmer AT ALL!  Caspio sure makes me look a lot more clever than I am, but I think this "print as pdf" option would really help me with my last piece.

 

Any insight would be appreciated.

[Jan]

Hi Mdeevers!

I saw information about PDF reports on this page.
I hope, it will be usefully.

[Kurumi]

Hi @mdeevers,

There's a new feature in Caspio which you can find here: https://howto.caspio.com/release-notes/caspio-bridge-13-0/

This release includes a new feature of PDF Download option that allows you to download your displayed reports from Results Page as a PDF File. 

However, this feature only converts Results Page to PDF. If you want  to print the Details Page, you might want to check this PDF Generator:

 https://forums.caspio.com/topic/4911-wanted-to-share-this-third-party-pdf-generator/?page=0#comment-15421

 

I hope this helps!

[SinJunYoung]

Just to add up, here's a quick guide on using the PDF generator feature on the newest versions of Caspio: 

 

[NailDyanC]

Hi, just to add in the previous comments above, 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.

[NailDyanC]

Just to add here as well, here's the new video link on how to implement PDF download option in the current release version of Caspio: 

 

[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! You may check this article on how to enable PDF in your Details Page: https://howto.caspio.com/faq/reports-datapages/how-to-make-the-details-downloadable-for-users/

[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/

[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/

[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