PDF GENERATE BUTTON

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1

Hi Please Help.

I want create a pdf generate button. Exactly as you are seeing below. Here is my daily report. I want to convert it to PDF. Tell me how can I convert it to PDF.

Picsart_22-10-08_23-03-22-472.jpg
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2

hi @Sirfyaad

First you have to create a bot, event and process on ‘Automation’ (see image below).

Take note, the Event must have a trigger (usualy data change) and a condition (this filters a value(s) column(s) needed to be trigger)

bot.png
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Then you create a Task ‘Create a file’ in wich you must use a template (click on create and then edit as you please) like this image:

task.png
task.png865×652 71.1 KB

Finally

If you want to use an action button to generate the pdf this are some options:

  1. create an action that change a value in some column of the row, so this trigger the automation previously generated.
  2. create a virtual column with TYPE = FILE. in the foprmula value you make a formula that its equal to the path+file name of the generated file for that row. This automatically creates a system action button in Behaviour tha you can use.
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