Is there a way to generate a pdf via a workfl...

(Tammi Canelli) #1

Is there a way to generate a pdf via a workflow but have it store in the record instead of being emailed?

I ran into an issue with regard to “who” the email would go to and we can not use generic email accounts.

Need an alternate way to get them access to the pdf so they can open it and print.

Any suggestions would be appreciated.

Thanks

(Levent KULAÇOĞLU) #2

@Tammi_Canelli Create File type column and with an AppFormula construct the full path of your PDF file within the same table that you create the WF. In the WF send the email to yourself as you cannot leave the recipient field blank. The file will accessible thru the app, users can open the file from their desktop browsers and either print it from there directly or choose to download & print.

(Tammi Canelli) #3

Is that for already existing files?

The pdf wouldn’t be generated until a certain action happens in the app.

Currently the workflow is setup to email after the person is checked in.

(Levent KULAÇOĞLU) #4

@Tammi_Canelli It is for newly generated PDF workflows. To make it work with the older records, you shall manually construct the exact file path and record in that FILE column directly from the gSheet itself.

(Fernando López) #5

Siguiendo Translate

(Levent KULAÇOĞLU) #6

@Tammi_Canelli

Basically I’m talking about this. Pay attention to the marked-up area where the PDF file links are. The Open File system action next to the field text, opens the PDF directly in the browser. The PDFs are generated by a WF rule, emailed to the admin and there’s an inbox rule in the admin’s mailbox which deletes and trashes-out the email received.

File links are auto-created by an AppFormula with a simple CONCATENATE function.

To create file links for your existing records in the gSheet, you can also do the same with an ARRAYFORMULA and CONCAT function combination. Than you can COPY the range and then PASTE AS VALUES.

(Tammi Canelli) #7

Will this work if using a SQL db or does it need to gsheet or smartsheet?

(Levent KULAÇOĞLU) #8

@Tammi_Canelli with SQL, all the blobs (images, files, etc.) will be in the cloud associated with your AppSheet account. So it should work the same.

(Karl Rolfe) #9

following. I’ll be needing this on my next app