Caspio Pdf

[heilyn]

Hello! I'm suppose to create searchable data so I watched your video tutorial on it. However, its not very clear to me. I would like to ask if you have pdf about this matter?

[Jan]

Hello Henry,

 

There are articles in How To:

Importing Data that contains Prepare Your Data, Uploading Data, Importing Data and Configure Your Fields chapters.

Creating a Report DataPage that contains Detailed instructions to create a Report DataPage.

It is not a PDF, but I hope it can help.

[heilyn]

Thanks that would be great help.

[Aether]

Hello @heilyn,

Just wanted to inform you about the new feature in Caspio
Check this documentation in Caspio’s Help center: 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 available in the ‘Results Page’ of the [search and report DataPages].

If you want to generate a PDF in 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 you  !

[mdav20]

On 10/3/2018 at 10:56 AM, WatashiwaJin said:

Hello @heilyn,

Just wanted to inform you about the new feature in Caspio
Check this documentation in Caspio’s Help center: 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 available in the ‘Results Page’ of the [search and report DataPages].

If you want to generate a PDF in 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 you  !

Do you happen to know if this will work with signatures?

[Aether]

Hi @mdav20,

As far as I know Caspio's PDF feature can only generate a downloadable PDF copy for you. 

But I think there is a way to add a signature in your PDF copy, you can follow this forum article for the process: 

 

 

I hope this helps  

[ParkLoey]

Hi guys! Just wanted to add that Caspio now lets users print details page to PDF. https://howto.caspio.com/faq/reports-datapages/how-to-make-the-details-downloadable-for-users/ Take note that PDF generation can be used if its included in your plan. here's the link to their pricing page: https://www.caspio.com/pricing/

[ParkLoey]

Also, here's an updated video about creating Report DataPages: 

 

 

[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.

[Kurumi]

Hi Everyone - Just an update, Caspio has a new offer, and it's called App Extensions. Electronic Signature is included as well. You can check this link for reference. 

[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/

[PotatoMato]

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

 

[IamNatoyThatLovesYou]

Hello Everyone,

Just found out that the Documentation Generation is only available to new accounts. If it is not included in your account even though you are a grow or corporate account, you may reach out to your customer success manager directly.

[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