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Question

Document Template/Creation (PDF)

  • October 14, 2024
  • 0 replies
  • 486 views

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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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  • Quickbase Alumni
  • February 26, 2025

@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.