Forum Discussion

ChrisDavies's avatar
ChrisDavies
Qrew Trainee
2 months ago

PDF Document Generator, automatically attached to a record

Really amazing to have the ability to natively create PDF's in Quickbase now but I have a question to see if anyone knows how to take this a step further.

We currently have a document builder code page that runs via a URL button (See attached image for code) and extracts a number of key fields from a Quickbase record to create a PDF and it then attaches the PDF to a field. 

These PDF's are old and contain information that's no longer relevant in the footer, which is why the new PDF creator is so great ,we can now refresh documents.

The question is, how or IF, its possible to use the new native document generator process to automatically attach the new PDF that gets created to the same field where the old one used to be attached to. This is to avoid the need to manually download and attach the newly generated PDF.

I appreciate this is still very new to everyone, I've also not asked Quickbase support on this, I thought I'd try speak to the Qrew for the very first time and see if anyone has any ideas before I raise a Quickbase support case.

I feel like the code I have now for the existing button and the new document creation button (which comes from the exchange) can be reverse engineered to achieve the desired result!?

Please see attached images for code.

Thanks

  • Take a look at this and see if this fits the need.  I think it will work for you.
    https://community.quickbase.com/discussions/quickbase-discussions/document-creation---save-pdf-to-field-in-record/88553/replies/88554

  • Take a look at this and see if this fits the need.  I think it will work for you.
    https://community.quickbase.com/discussions/quickbase-discussions/document-creation---save-pdf-to-field-in-record/88553/replies/88554

  • Thanks everyone! I appreciate the response and will give this a try today and let you know how it goes.

  • I managed to amend and import the YAML, so I got that far which is good to be able to see this in an actual Pipeline, but I'm going to continue with help from Quickbase support now that I've got this far because this is using elements I've never seen/used before. Thanks again for the help.