I am trying to use the PDF generator to create packing list for customers to sign when they pickup their order. This way my employee’s can just print a packing list instead of having to have access to accounting software. But in doing this the document would need to have a unique number that can be referenced when I bill the customer later on.
1- Auto Populated numbers are not an option to add from a card to a PDF - Is there a workaround or can it be added?
2- Images that are in a card as an attachment JPEG can it be added to PDF’s through the generator?
Thanks!
Hi,@Ace3838
In your case, adding the card ID and attachments to the PDF would be necessary.
Unfortunately, the PDF generator doesn't support the following fields: connections, attachments, checklists, or card IDs.
You can check more info about the PDF generator capabilities in this article: https://help.pipefy.com/en/articles/2414717-create-pdf-templates
I will submit your need to the product team. Thanks for sharing.
nice article
Here's how it could work: a. Set up a spreadsheet with a column to generate unique numbers (e.g., using a formula like "CONCATENATE" or "COUNTA" to create a unique identifier for each packing list). b. Whenever a new packing list is needed, have your employee trigger the process by filling in the required information in a card or form. c. Use Zapier or Integromat to watch for new entries in the card or form, and upon detection, automatically generate a new entry in the spreadsheet with a unique number. d. The PDF generator can then access the spreadsheet and pull the unique number to include it in the packing list.
Remember that the feasibility of these workarounds may depend on the specific tools and integrations available to you. Always ensure data security and privacy when working with automation tools and sensitive customer information.
Update-
I figured out a work around for some of this. I created an email template with 90% of the info besides the attached picture. Emails templates allow for more dynamic fields than the PDF creator. I have an automation that once triggered sends my email template to an email account I set up. I then go to the cards email section, open the email and print the actual email.
Thanks for sharing