Save report to a record

[JeanPierre]

Hi,  i hope you can help me with the following:

My user can create a details report. Based on a table called “zzp”. He chooses the right person from the table and then the detail report is generated. So far so good.

Now, i would like this report to be save as a doc with the record of the right person that my user choos to generate thecdetails report.

how can i acchieve saving the report as a doc at the right record?

hop someone can help me..

thanks !

Jean-Pierre

[Alison]

Hi Jean-Pierre,

You can create Reports DataPages downloadable in PDF Format and then convert PDF to DOC.  PDF Generator is available starting from Performance plan.
1) Open your DataPage in edit mode. Go to the results or details page configuration step.
2)  Insert Header/Footer (if you don’t already have one), and view the header in Source. Paste the code below into the header. It will create an icon for the PDF download:

<a href="[@cbprotocol][@cbbridgeservername]/PDFGen.aspx?AppKey=DPAppKey" target="_blank"><img
src="[@cbprotocol]static.caspio.com/bridge/images/PDF_print.png" alt="Download as PDF"
border="0"/></a> 

3)Replace"DPAppKey" with the AppKey of your DataPage.

Also, you can use one or more of the formatting parameters to achieve a more custom look and feel in your PDF files.

[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/