Create PDF file in Parent table when child form is saved

[eldderri]

Hi friends ,

     In my app I have two tables Checklist (Parent)and CHecklistDetail (Child).I am using Checklist as data entry form so that each checklistID has many checklist detail IDs .As soon as the data entry in Checklist has finished ,the ChecklistDetail opens loaded with items to be checked( in this case I am using ChecklistDetail_inline deck view to check the items.

I want to make an action to save the items when I have finsihed checking and create a pdf file and attach it to "File" column in the parent table "Checklist" .

How to achieve this functionalities?

Best regards,

[Gustavo_Eduardo]

You create an action in the child table.

Execute an action on a set of rows; from the child table to the parent table. The set of rows should be LIST([_THISROW].[Parent]); this ensures that from the child table to the parent table, the action is executed only on the parent ID. What action are you going to execute?

You need to create an action that sets the value of a column in the parent table, for example, [status_pdf]. This column should be set to falseas initial value, but each time you save, the action changes it to true.

You add this action to "On form save." This is done from the view editing section. In the editor, we have "Visual Editing." Tap the pencil icon in the top right corner of the form, go to the form view of the child table, and set the action to "On form save." This option is found at the bottom of the view editing section, in the Behavior tab. This will ensure that the action runs every time the form is saved. This action will update the parent table, which will be used as an event trigger for the BOT you need to create.

Create a BOT that runs each time the parent table is updated. As a condition, specify [status_pdf] = true.

Configure the BOT to create a PDF (as a process). Set up your PDF.

Finally, you must execute an action to set the [status_pdf] column back to false, for which you need to create an action in the parent table that sets [status_pdf] = false and add it at the end of the BOT, right after creating the PDF.

I imagine that with this, you can achieve what you want. Best regards.

[eldderri]

---

@Gustavo_Eduardo wrote:

You add this action to "On form save." This is done from the view editing section. In the editor, we have "Visual Editing." Tap the pencil icon in the top right corner of the form, go to the form view of the child table, and set the action to "On form save." This option is found at the bottom of the view editing section, in the Behavior tab. This will ensure that the action runs every time the form is saved.

---

Hi,

I will give it a try ,but  I can't see any on form save in the editing section of the form.

[Gustavo_Eduardo]

Look at the bottom of the image. Behavior, Event Action. That's where you should choose the action.

Look at the bottom of the image. That's where you should choose the action.

[eldderri]

I see now.You are speaking about form view ,but what about in case I have a system generated Inline deck or card view? In my case I have ChecklistDetail_inline structured as card view.In this case the only way I attach the action is in Actions section like that:so that each item displays the action

Is there any way to make the action prominent in the card view or even in deck view if not possible in card view?

Best regards,

[Gustavo_Eduardo]

Do you mean something like that?

https://www.googlecloudcommunity.com/gc/Tips-Tricks/Actions-triggered-by-a-primary-button-on-table-v...

[eldderri]

It is almost the same idea ,but it requires deep understanding to put it into action.I will give it a try and give you feedback ASAP.

Best regards,

[eldderri]

---

@Gustavo_Eduardo wrote:

Do you mean something like that?

https://www.googlecloudcommunity.com/gc/Tips-Tricks/Actions-triggered-by-a-primary-button-on-table-v...

---

Does this solution apply to Deck and Card view Types? as I have a deck view

[Gustavo_Eduardo · Accepted solution]

Yes, of course and you can even skip the extra table by creating a slice of your current table and a form based on that slice. That action will take you to the form, and once the form is saved, the BOT would be triggered.

To avoid the tedious task of just "opening the form and saving," you could add an EnumList-type column to your table containing the records you want to include in the PDF (all marked as initial value, reset on edit). This would allow you to deselect any of them, giving you the flexibility to decide whether to print all or just some of them.

Please check again that I have corrected the tip to make it simpler.