Plugin Mode

Export Record List to PDF

Summary

Click the button on the list screen to create a PDF from the contents of the records shown. You can choose to download it or open it in a new tab. The document template is the one specified in a template app.

Smartphone support

This plugin supports smartphones.

How to use

Choose the app containing the report template and the key field and value used to find its record. Configure the template attachment field, output filename, button label, and gusuku API key, then click the button to export.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record list page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

Parameters

Enter or select a value for each setting unless it is marked optional.

gusuku API key

Enter the gusuku API key used to generate reports.

Label

Enter a button label that makes its purpose clear to users.

Initial value: PDF帳票

Form Template App

Choose the app containing the report template files.

Key Field

Choose the key field in the template app used to find the record containing the template.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Select from the app specified in “Form Template App”.

Key value

Specify the key value used to find the template record.

Template Field

Select the attachment field containing the template file.

The following field types can be selected.

  • Attachment

Fields inside tables cannot be selected.

Select from the app specified in “Form Template App”.

File Name

Specify the output filename. The initial value combines “PDF帳票-” with the date of execution. The output file is in PDF format.

Initial value: = "PDF帳票-" & todayyyyymmdd()

Output Destination

Please select an output destination. If you select “Download,” the file will be downloaded to your browser and saved to your computer. If you select “Browser Tab,” it will be displayed in a new browser tab.

Available options:

  • Download
  • Browser Tab

Initial value: Download

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions