Standard PDF Feature

[SinJunYoung]

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.  

 

 

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

 

Customization   

 

  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. 

 

 

 

 

[SinJunYoung]

Inside the Configure PDF settings 

General Options 

 

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.   

 

 

 

 

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 

Customize your Header and Footer content within the configuration settings. 

[SinJunYoung]

If this doesn't fir your PDF needs, this is a related workaround:

 

[NailDyanC]

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.

[PotatoMato]

Hello everyone, with the release 25.0, Caspio has released a Youtube tutorial on how to generate PDF files. Hope this helps.

 

 

[ChrisVI]

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 January 27, 2021 by ChrisVI
Clarity

[SinJunYoung]

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. 

[emmamu]

Hi, in  my  Results Page Editing Options doesn't appear the PDF option. .... How can I manage it?

[sandy159]

Hello @emmamu,

Please note that the PDF download option is not available in some plans. Check our pricing page for details.

Regards

[astroboy]

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

[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/

[IamNatoyThatLovesYou]

Greetings! You can now insert PDF documents on results pages in addition to details pages in the new release of Caspio. During DataPage configuration, you can now customize the "Download PDF" action link with a style and locale, or display a custom layout. You may check here for more information. 

[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

[forumjuice]

Thanks for this! Big help on what I'm working on right now.

[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