Generate and output a PDF file based on the template file and record data.
Some preparations are necessary in advance.
You will need the API key for gusuku. This API key is different from the API token of the Kintone app. The API key for gusuku can be issued and obtained from gusuku Admin.
You need to prepare a template file. For information on how to create a template file, see Excel/PDF Output Template Reference Manual.
In addition, a Kintone app is also needed to save the template. Add an Attachment field in the app you created, and prepare records so there is one record per template in this field.
In the Customine customization, create a customization that retrieves records that can save the templates to apply and records that will output data.
Finally, set up “Output PDF” within the customization and set the template and output records as parameters.
The generated PDF file will be in an uploaded state to Kintone. You can set the result of “Output PDF” by mapping fields such as “Add Record” and setting it as “=$1” to the attachment field.
Set Gusuku API Key, Data Record, Template Record, Template Field, and File Name.
Specify the API key for gusuku.
Please note that this is not about the API token of the Kintone app.
Select the records that will be the output data.
Select the record containing the template file.
If there are no selected records at runtime, it will result in an error.
Select the Attachment field in the “Template Record” that contains the template file.
Only Attachment field can be selected. This parameter does not accept fields that are inside tables.
If no files are attached in the attachment field, an error will occur at runtime.
The file extension of the attached file must be .xlsx. If the file’s extension is other than that, an error will occur at runtime.
Enter the file name to attach to the attachment field.