Loving the new Document creation feature, but now I want to expand upon it and save the generated PDF to a file attachment field on the form. The feature just makes an API call and the PDF is returned in the response, so we should be able to build a Pipeline to iterate through the JSON response and save the PDF. I've been trying to set this up for a few days, but to no avail.
Has anyone done this yet?
Yes, I'll give you the info but I can't take the credit. Taylor Hardy at Quickbase did the work. In this case, we use it to send to Outlook, but you can change it to a file attachment field.
Here is the yaml:
# Doc Gen Testing
## Account slugs:
# - quickbase[CHANGE ME]: Realm Default Account <None>
# - microsoft-outlook[CHANGE ME]:
# <None>
---
- META:
name: Doc Gen Testing
- ACTION quickbase[CHANGE ME] quickbase_api make -> a:
inputs:
method: GET
url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1
1 1 1&unit=in&orientation=portrait&recordId=1
name: Generate Doc
- ACTION quickbase[CHANGE ME] quickbase_api make -> b:
inputs:
body: "{\n \"to\": \"CHANGE_ME_TABLE_ID\",\n \"data\": [\n {\n \"6\"\
: {\n \"value\": {\n \"fileName\": \"{{a.json.fileName}}\"\
,\n \"data\": \"{{a.json.data}}\"\n }\n \
\ }\n }\n ],\n \"fieldsToReturn\": []\n }\n }\n }\n \
\ ]\n}\n \"fieldsToReturn\": []\n }"
method: POST
url: https://api.quickbase.com/v1/records
name: Save File to a Table
note: 'Write the record '
- LOOKUP quickbase[CHANGE_ME] record look_up -> c:
inputs-meta:
table: '"Demo App: Invoice Files" <CHANGE_ME>'
export_fields: '"File" <6>'
inputs:
id: '{{b.json.metadata.createdRecordIds[0]}}'
- ACTION microsoft-outlook[CHANGE_ME] email send_email_attachment -> d:
inputs-meta:
attachments:
name: '{{c.file.file_name}}'
url: '{{c.file.file_transfer_handle}}'
inputs:
body: Testing writing doc to QB table, looking up that record to get the file
transfer handle, then emailing it using the outlook channel
subject: Doc Gen Testing
to_addresses: CHANGE_ME
...
If you are looking to save the generated document in a file attachment field when using the new Document Creation functionality and the yaml code scares you...we got you!
You can use our Exact Forms Plus add-on with the new Quickbase Document Templates to create your document and store it directly in a file attachment field...
For NO additional costs.
You don't have to be an existing Exact Forms Plus client either!
We'll be hosting a webinar after next week's EmpowerPro event...keep an eye out for the registration link.
Interested? Contact support@juicedtech.com for more info!
Keith
