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Standard PDF Feature


SinJunYoung
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This article provides elaborate demonstration for the PDF Report function of Caspio. Note that this is only available in the Reports and not in the submission form. 

 

Selecting as Download Options 

PDF download option is available in all Report DataPages, including Pivot Tables and Combined Chart and Reports. This option allows your app users to download the displayed Report DataPage as a PDF file.  

 

image.png.88364d6cb5ce131b4c921a10be5ddade.png

 

You can also find this information from one of the Release notes article: https://howto.caspio.com/release-notes/caspio-bridge-13-0/ 

 

Customization   

image.png.59e88a875b2b46c96c93cf0e284cf8c9.png

 

  If your PDF is enabled as a Download option, you can actually set and customize it according to your preferences. Just click the icon beside it to check the default configuration of the PDF. 

 

 

 

 

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Inside the Configure PDF settings 

General Options 

image.png.67e422cc6e287dd231eeb293fc0cce88.png

 

From the General Options of your PDF, you will have a list of standard configurations as to how you would like your PDF to look like such as the Orientation, Page Size, Margins, Default Behavior, Header Height, and Footer Height.   

 

 image.png.fe119399b6a180f850412337fc56f8b5.png

 

 

You can also choose to set the PDF report's default behavior, you can choose between Saving your file or Opening it in a new window or tab and you can set the PDF to automatically set a page break every number of records of your preference if enabled. 

 

PDF Custom Header and Footer 

image.png.ceb5ad43d85ab70e76c62cf6c287032d.png

Customize your Header and Footer content within the configuration settings. 

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Hi, just to add in the previous comment 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.

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Hi Nail / Potato

Is it possible to create PDF's via some sort of submission page and email?

Edit for clarification:

Something that would be really nice is to say "email me a PDF of this details/project/appointment etc" - and then a whole bunch of formatting can be applied.

Or to have a submission page that takes in some ID or something and then the submit page triggers an email which generates a PDF of whatever is associated with that ID.

Maybe this can be done with customizations or with an integration via Zapier? like shown below?

https://www.youtube.com/watch?v=O473qgv9rMY

 

Edited by ChrisVI
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On 1/27/2021 at 10:27 AM, ChrisVI said:

Hi Nail / Potato

Is it possible to create PDF's via some sort of submission page and email?

Edit for clarification:

Something that would be really nice is to say "email me a PDF of this details/project/appointment etc" - and then a whole bunch of formatting can be applied.

Or to have a submission page that takes in some ID or something and then the submit page triggers an email which generates a PDF of whatever is associated with that ID.

Maybe this can be done with customizations or with an integration via Zapier? like shown below?

https://www.youtube.com/watch?v=O473qgv9rMY

 

Hello and yes, that's possible. Like you mentioned, you may use Zapier for that integration and make use of that WebMerge Document. 

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