Using 3 different templtes based on Vehicle Category

[eldderri]

Hi friends,

In my app , I have a column named Category which includes 3 different categories of vehicles:

• Trucks
• Mobile Equipment
• Employee Transportation

As soon as I make a checklist for a category I create a PDF file for that checklist.I want to make three different templates for  each category based on "ChecklistHistory" table because the checklist items are different in those categories.How to make PDF creation bot points to the relevant template based on the category selected?

Best regards,

[TeeSee1]

You could

1. create three different bots which fire on different categories

or

2. use one template but retrieve different checklist items based on the category by specifying the filter condition of <<START: SELECT(checklist[id], [category] = [_THISROW].[category]>> expression.

[eldderri]

I will opt for the first solution as the Headers and footers are different in the three templates .Can you please guide me to achieve this .I have one bot so far to create the PDF file but it is still not workinging based on category.Here is the details of this bot:

These are the steps in my bot .How to include Category in the conditio to choose the relevant template if I have three templates?

Best regards,

[TeeSee1]

An idea just hit me.

You can do this with one bot.

Set the event condition like you already have. This ensures the bot is triggered when [completed] changes its value.

Then as the first step, use the type "Branch on a condition" and set [completed] = "condition 1".

You can cascade Branch on a condition steps and specify different templates on the subsequent file creation steps.

[eldderri]

I have already created 3 templates to use them based on the vehicle category selected.But ,I still don't have the idea how to begin the bot and how to set conditions!

[TeeSee1 · Accepted solution]

You do not need three bots.

Just make branches (Branch on a condition step) based on the condition [category]="Trucks", etc. and use the appropriate template in the subsequent create PDF step.

[eldderri]

I have decided to use only one template  since I can customize the header of the template based on the category and vehicle type .Thank you for your replies.