Creating a PDF from different tables?

Hi there,

I have added DocsAutomator to my app as I am looking to be able to create pdf reports. While testing I discovered i could only do I table at a time. I was looking to make a wrap of data from 3 different tables a user has access to.

Has anyone ever done this if it is feasible? Any turnaround tips otherwise, not to technical if possible?

Thanks
Stan

@Rupert for visibility

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@HouseSnap I assume it’s multiple rows of data from different tables, so you would use DocsAutomator’s ā€œline itemsā€ feature (see here in DocsAutomator’s documentation). You could merge data from multiple tables by adding all joined lists in the final array which is passed to DocsAutomator. Please check out the videos and instructions in the knowledge doc for examples.

If you get stuck somewhere, please reply here or feel free to reach out DocsAutomator’s support chat :slight_smile:

Thanks for tagging @nathanaelb !!

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Hey, just wanna say thank you for all the great work you have done with DocsAutomator.

Recently I have enjoyed creating JSON objects, even nested JSON objects with your latest update: Nested Line Items | DocsAutomator

Then I use a manual workflow to take that JSON object in, and then an API call (not the DocsAutomator integration) to generate a document.

It saves me some time having to re-create variables in the integration since I do use that JSON object for other purposes.

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Amazing, @ThinhDinh !

Did you grab the structure for nested from DocsAutomator’s API documentation?

Hopefully the native integration allows for passing of JSON objects at some point so that no workarounds are needed anymore for line items… :slight_smile: I will continue to speak to Andy & the team to hopefully have a DocsAutomator x Glide integration 2.0 at some point!

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Hi rupert and thanks. I didn’t had the chance to work on it today, but will be looking at it latest tomorrow and will let you know

Yes that’s the method I’m using. Just need to construct an object with the document’s ID, name and pre-constructed data. It works very reliably!

So I have been testing your solution and thanks it a new discovery for me quite great :tada:. However, because of my configuration I believe I don’t get any data. Being limited for now i will not test 10 times :wink: In My configuration every user has access to specific data from other tables, which means that their userid or row ownerid is specific in any other tables in which they created data (line items). therefore should i use, rather than {{line_items_1}} something like this {{line_items_rowid (or something similar that id the user) }}? or another way?
Thanks

P.S : I believe we can use array feature (in glide) rather that creating a template ā€œarrā€, no?

Can you show us your configs?

What’s your limitation? The free plan in Glide or in DocsAutomator? You can set your document in DocsAutomator to a testing mode.