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Rbhakta's avatar
Rbhakta
Qrew Member
4 days ago

Document Template/Creation (PDF)

First off, loving the document/pdf creation function. Has opened some new areas of opportunity in a few tables.

One thing I am having trouble with, maybe a setting/enablement I am overlooking , but I want to enable a user to generate a document from any given filtered view or a customized report view.

For example I have material requests for various jobs, if I create a report to filter to just by job and visibly only see that job's requests, we'd want to a user to have the ability to just click generate a document and it makes it off that view's records. If I do that now, it actually generates the document for the whole overall table, not what report I'm in and what records I visibly see from that report.

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