Question about pulling child records in a PDF template using automation

Hi Community,

Hope everyone is doing well today.

I had an error with my PDF creation automation. It created two PDFs exactly the way I wanted. It was pulling the child records into the table as expected.

Then on the 3rd record it didn't work...

So I CTRL-A the whole google doc template, recreate a file, delete what is on there and CTRL-V my template back in and run the automation and it works the way I wanted to again. No other changes were made. 

I'm glad I tried this first, so I saved a few hours of my life, but is there any other way to prevent this from happening? 

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7 REPLIES 7

You won't like my suggestion, but HTML templates never fail to me

I don't know anything about HTML but always willing to learn. Are you able to use HTML for the PDF docs? I tried to look now and didn't see that option

@SkrOYC thank you for this. I looked at your samples in Part One and I can see that this is a far better solution than what is available in docs. I have been trying to follow your Part 2 to see how this is done, when installing HTML Snippets add on to Visual Studio it mentions that it is deprecated as it is no longer being supported. Are you aware of this? Is there something else I should look for or can I continue and disregard the warning?

Steve
Platinum 5
Platinum 5

In the app editor, use Save & Verify Data to prompt the editor to validate your templates. Alternatively, check the Automation monitor for errors.


@Quality_Assuran wrote:

Are you aware of this? Is there something else I should look for or can I continue and disregard the warning?


Hi @Quality_Assuran 
Thanks for letting me know, I can see the same on my side.

The fact that it's not mantained doesn't mean it won't work, but now vscode offers syntax highlighting without any extension for HTML so it shouldn't be necessary

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