Save Generated PDF files to CASPIO database

[scottknz]

Hi,

We are in the final stages of a project where users are able to download a PDF version of the responses they have submitted. The PDF document is several pages long and is designed as a professional customised template. We want to be able to save all users PDF files in the CASPIO database so they can access the files in the future without having to generate them again from the CASPIO data page. We also want to be able to mass download all PDF files from all users at once  (over 900 members). This is complicated by the fact that parameters cannot be passed to the PDF generator within CASPIO.  We would like to know if there is a solution for using JavaScript that will generate the PDF file (perhaps as a standard data page) and then when the download link is pressed it downloads the file to the users hard drive, but also uploads the file to the CASPIO database? 

I've got as far knowing this command will allow different types of files that can be uploaded:

<SCRIPT LANGUAGE="JavaScript">
document.getElementById("InsertRecordfilename").setAttribute("accept","application/pdf");
</SCRIPT>

Is it possible to upload the present data page using a similar command?

Thanks

Scott

[Sreya]

Hi,

I am looking for a solution to a similar problem.
Were you able to figure out how to achieve this?

Thanks.

Sreya

[taylorswiftlover]

On 10/21/2020 at 2:51 PM, Sreya said:

Hi,

I am looking for a solution to a similar problem.
Were you able to figure out how to achieve this?

Thanks.

Sreya

PDFs now are a standard feature. If you want the standard one, you can actually take this as a reference: 

For third party, you may want to take a look at this 

 

[SinJunYoung]

On 10/21/2020 at 2:51 PM, Sreya said:

Hi,

I am looking for a solution to a similar problem.
Were you able to figure out how to achieve this?

Thanks.

Sreya

@Sreya, I'd love to try to see and help. Can I know your exact workflow? Provide me some steps to replicate and we'll see if we can create a standard solution. 

[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/

[autonumber]

Hello! Just to update, Caspio has a recent release where you can now use PDF templates on the results page and, customize the styles of the 'Download PDF' option. For more information, you may read it here:  ihttps://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.

[Felix]

Hi @scottknz and @Sreya did you ever find a solution to the core issue? Can Caspio automatically save generated pdfs to the file section? Thanks, Felix 

[Kurumi]

Hi @Felix - We have Professional Services team that can take your requirements and develop this custom workflow. Should you wish a price quote and timeline for leveraging Professional Services, you may reach out to Support to schedule you for a free consultation session with a Project Manager. Or you can also fill out the form in this link  https://www.caspio.com/professional-services/

[NailDyanC]

Just want to update and add to this post, Caspio releases new enhancements to the document generation feature that they have, you may check this link: 

https://howto.caspio.com/release-notes/caspio-35-0/#:~:text=Enhancements to Document Generation

[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

[ParkLoey]

Hi guys! Just wanted to update this thread regarding Caspio's recent upgrades for document generation features:

• The option to enable password protection for generated PDF documents.
• The ability to replace PDF templates while preserving existing mapping configurations.
• The option to apply custom number formatting to values.

https://howto.caspio.com/release-notes/caspio-43-0/#:~:text=Enhancements to Document Generation