Producing PDF Report

[rjtroy]

Hi Community,

I have produced my App - and am seeking to export the current contents of my ISSUES table as a PDF file. I have got this far:
BEHAVIOURS > ACTIONS > (new action) EXPORT ISSUES.

I am presented with only one export option: Export this View as CSV file - (i.e. to MS Excel) which is working.

Is there a way I can export this view as PDF file to a fixed updatable file location so that the latest export is always the current contents of my ISSUES Table ?

Any responses appreciated.

rjtroy

[Rafael_ANEIC-PY]

Hello @rjtroy, PDF files are not made directly from actions, but from tasks (using automation).

Both these options will produce a PDF file given a suitable template, and will offer you the posibility of creating a base template that will have all your table columns listed, you can use that to get started, for more information you can check these links:

help.appsheet.com

Creating and Saving a File from a Bot, Workflow Rule or Scheduled Report

A Bot or Workflow Rule can create and save a file when data changes. A Scheduled Report can create and save a file on a specified schedule.

help.appsheet.com

Google Docs Email Templates

Using Google Docs email templates.

In order to generate a PDF once you have your task prepared, you’re gonna need to configure a BOT that looks for a condition in order to run a process that contains your task, in order to keep your export file up to date you could configure it so that it triggers whenever there’s a change in your ISSUES table.

The “fixed updatable file location” could be a FILE type column linked to your data source that’s gonna host the file, often a google drive in the “attachments” folder, that way your users can click that column and that’s gonna open a new browser tab that’s gonna show the pdf.

[Aurelien]

Nice explained @Rafael_ANEIC-PY

In addition @rjtroy here is a link explaining step by step how to do so:

How to call the PDF Link that i created Questions

Hi @John_Paul_Armisa What you want to achieve is pretty similar to what is described in this post: You have to keep in mind that the link you want to provide is a relative path from your default folder path. With Automation, I reproduced it this way (other similar options exist, this is ONE option). The purpose here is to create a quote, store it in a team drive and giving access to user then. To do so, I make an action, visible to users, to write “filename” in quoteFile column. Then, the…

Cheers

[rjtroy]

Thank you, Rafael,
You have helped me back on my bike
Dick