I'd like to create PDF from Data Table. What is the best way for it?
Hi Gyuho, it sounds like you have data inside a table (perhaps from an imported file or web form) and you want to generate a PDF from them. The following general pattern might be helpful:
Get the desired data from the table.
Depending on your specific use case, you can use a couple of different actions.
Create the base document
Use Word: Create a Word Document to create the base document. There's a walk-through document on help that covers creating a document with fields at https://help.catalytic.com/guides/build-a-pushbot/#step-4-add-the-template-word-file.
Convert to PDF
Once you have the base document, you can use the PDF: Create PDF document action to convert the base document to a PDF.
Multiple PDFs at once (optional)
If you are batching over multiple rows from a table, you can use the Tables: Start Workflow for Each Row action.
Distribution and other actions (optional)
Once you've created the PDF, there are a number of actions that can help with the distribution such as Send an Email.
Hope this is helpful!
Thanks for your help.
Using Tables: Apply Filters I have a table. Then, I'd like to insert the table to Word directly.
Could you please let me know how can I do?
When I input as 'Insert a Field Reference' it shows as table ID.