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Rbhakta's avatar
Rbhakta
Qrew Trainee
6 months 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.

new feature feedback

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  • JordanPalser's avatar
    JordanPalser
    Qrew Member
    2 months ago

    @Rbhakta I am just learning about Document Creation now, instead of when it was first rolled out in late 2024. Did you ever get help or further instruction with this issue? Somehow I am in a similar scenario and having difficulty enabling the function for my App/Table also. Thank you. 

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      2 months ago

      My suggestion is to have the users do their report filtering and then go into Grid Edit to populate a checkbox column.   You can cheeck box the first box on the first record and then right click the column heading to fill down.  Then have a Document template setup to just include the checkboxed rows.

      • JordanPalser's avatar
        JordanPalser
        Qrew Member
        2 months ago

        Mark, I appreciate the feedback. However, this was incorrectly suggested to me by QB Support since they didn't realize that it was not included in my org's "plan."