Easily generate and share PDFs directly within your app.

The Generate PDF and Generate PDF - Public Request actions allow users to generate PDFs from data within the app. The Generate PDF action is used to generate documents that can be displayed directly in the PDF Document Viewer or Full Screen Modal, while Generate PDF - Public Request extends this functionality by enabling the sending of generated PDFs via external emails.

Installing Generate PDF or Generate PDF - Public Request

1. Navigate to the Desired Project
   From the Builder Overview, locate and select the project where you want to install the PDF generation actions.

2. Access the Individual App Canvas
   Within the selected project, hover over the desired app and click Access App Flow to open the app where you want to add the actions.

3. Open Add Elements
   Click the “+” button on the left side of the app canvas to open the Add Elements panel. Select Actions in the navigation.

4. Search for Generate PDF or Generate PDF - Public Request
   Use the search bar to find Generate PDF or Generate PDF - Public Request.

5. Drag and Drop to Install
   Drag either action onto the app flow to install them where you want them to be triggered.

Setting Up Generate PDF

Action Settings

1. Data Document Selection
   Under Action Settings, select the Data Document that the action will interact with. This ensures that the action has the necessary permissions and compatibility to generate the PDF from this source.

2. Generate Sales Document from Template

   • Source Document: Choose the Data Document from which the action will retrieve data to generate the PDF. This is the document that contains the information you want to include in the PDF.

   • View Selection: Select a View from the Data Document. The view needs to be created and should contain specific data mapping:

     Click to expand the JSON view

     [
       {
         "get": {
           "cfpPath": "accounts/accounts",
           "naoQueryOptions": {
             "docName": "account",
             "cfpPath": "accounts/accounts"
           },
           "property": "data.accountId",
           "targetProperty": "docId",
           "projection": {
             "data.name": 1,
             "data.contactName": 1,
             "data.taxId": 1,
             "data.phoneNumber": 1,
             "data.email": 1,
             "_id": 1,
             "docId": 1
           },
           "transform": "first-to-object"
         },
         "set": {
           "cfpPath": "accounts/accounts",
           "property": "data.account"
         }
       }
     ]
     

   • Template Selection: Choose a template from the available options. Multiple templates can be created, allowing for different PDF formats based on your needs (e.g., invoices, reports, contracts).

Conclusion

The Generate PDF and Generate PDF - Public Request actions provide robust options for creating and distributing PDF documents from within your app. By configuring templates, data sources, and delivery methods, you can streamline the process of generating and sharing documents, ensuring efficient workflows for internal use and external communication.