PDF generator in Make; Add related rows to a document that is getting the info from the parent row

[fergotz]

Hi everyone,

I am having some trouble populating a pdf that generates with a scenario I made in Make.

I am building an FSM that sends the client a report of what a technician has worked on on a specific Work Order. An Order may have one or more services from a catalog, so the technician just adds each item to the Order throughout the service he is providing.

The issue I am having starts when I try to generate the PDF. I have a scenario in Make that populates a docs template, generates de the pdf, saves the document in my clients drive and sends the access link back to Glide and the client so that the techinican can access the report in the app.
I cannot finish to understand how can I populate the pdf with the Work Order (which is already doing) AND the services that the user adds to the Work Order. (so the related rows)

My approach to this was, first getting the row ID of the Work Order. With that, do an http request using “Get Rows” from the catalog services that relate to the Row ID of the Work Order. After that, just mapping the info to the pdf (as the work order works within the document).
Don’t know if its a good approach or I am just not getting something.

I would really appreciate some ideas to help me understand a solution to this.

[ThinhDinh]

First, do you have a Business/Enterprise level to use the “Get Rows” API?

Is there a reason why you don’t just pass a JSON structure of the related services using the webhook?

[fergotz]

I recently got the business plan to do this.

Could you tell more what you mean?
I am already doing that with the Work Order information, which I get from one glide table, but I do not understand how to send as well the info of each service related to the the Work Order(row from previous table), which are in another glide table.

[ThinhDinh]

Oh, so you have multiple work orders, and each of those work orders can contain 0, 1 or multiple services?

[fergotz]

That is correct,

So this also makes me realize that the table inside my pdf has to be dynamic as well, so that if the work order just has 1 service, the table in the pdf just has 1 row, but if the work order has multiple services, the table in the pdf has one row for each service.

[ThinhDinh]

@Rupert Would DocsAutomator support something like this?

[Rupert]

Thanks for adding me, @ThinhDinh. Hi @fergotz, it sounds like you have a work orders table and a connected services per work order table, correct? Your goal is create documents from the work orders table including services in a dynamic services table.

While the DocsAutomator integration doesn’t support line items yet (should be available soon), there is a workaround with the DocsAutomator API and Make, which other users have set up.

Happy to set this up with you / troubleshoot If you’re interested, please reach out in the in-app chat in DocsAutomator.

Cheers,
Rupert

[DarrenHumphries]

@Rupert If you can pump out a version that does related records that would be awesome! Many customers could use this. Let me know once this is ready to try out. Would love, love, LOVE to see it as part of our integration.

[Rupert]

Hi @DarrenHumphries, I’m actually waiting for Glide to release this. Hopefully soon / I know they’re working hard on this! But once it’s live, it’s going to be amazing!

In the mean time, I’ve created a video to explain a workaround using Make (that you are probably fully aware of already…): Create PDFs from Glide w/ Line Items (using Make) - YouTube

Speak soon!

[DarrenHumphries]

Ah, excellent! TY!