I'm not good at English, so sorry if the text is difficult to understand.
If possible,
I'd like to implement a function on the Primary Views (type: chart) page,
that when you click on a button, converts the chart to a PDF.
Is there any way to do this?
Solved! Go to Solution.
Please take a look at the steps
1. Please create a users' table called say AppUsers. It should have one row per user with users' emails and a column of type number with a name say [Print Chart] with initial value of 0
2. Please create a slice called say "UserAppSettings" on AppUsers table with a filter expression such as[Email]=USEREMAIL()
3. Create a reference position detail view called say "Print PDF" based on "UserAppSettings" slice. The detail view can have only one column such as user name or user email.
4. Create a dashboard view based on Chart View and Print PDF view.
5. Create an action called say "Print Chart" of type "Data: set values of some columns in this row" on the Users' table on the [Print Chart] column with an expression of [Print Chart]+1. Prominence of this action "Overlay". Also enable actions in dashboard view in UX --> Options --> Dashboard setting
6. Create a data change BOT on the "UserAppSettings" slice with a condition
[_THISROW_BEFORE].[Print Chart]<>[_THISROW_BEFORE].[Print Chart]
7. In the PDF template, include an expression
<<SNAPSHOT(LINKTOVIEW("Finance Chart"))>>
where 'Finance Chart" is the name of the chart view.
The setup looks something like below ( created on a test app)
Dashboard view : which has detail view with the action button on the left and chart view on the right.
When the user taps on the action item the chart PDF looks like below.
Yes that is possible. But it may require a somewhat elaborate set up such as having a users' table.
We can describe those steps if you are willing to include that workaround.
Thank you for your prompt response.
Please let me know the detailed produce.
Please take a look at the steps
1. Please create a users' table called say AppUsers. It should have one row per user with users' emails and a column of type number with a name say [Print Chart] with initial value of 0
2. Please create a slice called say "UserAppSettings" on AppUsers table with a filter expression such as[Email]=USEREMAIL()
3. Create a reference position detail view called say "Print PDF" based on "UserAppSettings" slice. The detail view can have only one column such as user name or user email.
4. Create a dashboard view based on Chart View and Print PDF view.
5. Create an action called say "Print Chart" of type "Data: set values of some columns in this row" on the Users' table on the [Print Chart] column with an expression of [Print Chart]+1. Prominence of this action "Overlay". Also enable actions in dashboard view in UX --> Options --> Dashboard setting
6. Create a data change BOT on the "UserAppSettings" slice with a condition
[_THISROW_BEFORE].[Print Chart]<>[_THISROW_BEFORE].[Print Chart]
7. In the PDF template, include an expression
<<SNAPSHOT(LINKTOVIEW("Finance Chart"))>>
where 'Finance Chart" is the name of the chart view.
The setup looks something like below ( created on a test app)
Dashboard view : which has detail view with the action button on the left and chart view on the right.
When the user taps on the action item the chart PDF looks like below.
Thank you so much for your very thorough answer!
I will try to follow this one.
If I have any more questions, please let me know.
Hello,
i try your steps and it not work with me can you help ?
and this picture for what i did it @Suvrutt_Gurjar
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