How to Generate PDF with data from multiple children records

Question

I am trying to see if there is a way to create a pdf that is able to loop a section depending on how many children records are linked to the parent.

Here is the situation. I have a site record (parent). Each site may have one or more visits (children). I want the PDF to repeat a template section for each child record. It will have information such as Start Date/Time, and Job Description. e.g

I know Quickbase has an API to generate a PDF using a static template, but is there a way get it to loop a section in a template for each child record that exists? Having a different template for each child quantity possibility seems inefficient.

Thanks.

MarkShnierYou · Answer

I suggest using an embedded child report on the PDF. I have not used the native document generation function enough to describe how to do that.

Here are some links

https://helpv2.quickbase.com/hc/en-us/articles/30225959071508-Document-Creation-overview

Also Juiced has an add on with advance capabilities.

https://www.juicedtech.com/exact-forms-plus

Sign up

Login to the community