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Automatically Trigger/Print Page Designer

  • March 26, 2018
  • 11 replies
  • 69 views
M
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After a record’s field changes from ‘Stage 1’ to ‘Stage 2’ I need to print the record. When it changes from ‘Stage 2’ to ‘Stage 3’ I need to print the record in a different layout. The Page Designer Block seems to do a great job creating the print layout, but I don’t see a way to trigger it for the record I’m editing (instead of searching for the record within the Page Designer Block). I also don’t see a way automatically trigger these prints. Is it possible? Any advice? It seems like external tools like Webmerge and Zapier might be involved, is that the case?

Thanks,
Mike

    11 replies

    A
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    • Alex_Evers
    • Participating Frequently
    • 6 replies
    • June 21, 2018

    I Second this! I am looking to do a very similar application.

    J
    • Jason_Hawkes
    • New Participant
    • 4 replies
    • November 4, 2018

    Agree with this.

    Being able to trigger the page designer would be great.

    Something like this should be achievable from Zapier as per the new record in view options.

    Jason

    jowan_qupty
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    • jowan_qupty
    • Known Participant
    • 25 replies
    • November 4, 2018

    +1, This would definitely save me A LOT of time. My workflow also involves printing (save as pdf) the page designer at a certain stage, then attaching it to an attachment field, which finally triggers zapier to send an email with this attachment.

    Being able to automatically print/save as pdf from page designer and inserting into an attachment field will be a game changer for my multiple workflows.

    O
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    • openside
    • Inspiring
    • 351 replies
    • November 5, 2018

    Yes, it could be done with Zapier and a PDF designer tool. (We can help with that: Custom Connector for Zapier )

    Also check out this tool: https://www.reportbin.com/ (Im not affiliated with it)

    D
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    • Derek_Clark
    • Known Participant
    • 13 replies
    • June 2, 2019

    +1, This would definitely save me A LOT of time. My workflow also involves printing (save as pdf) the page designer at a certain stage, then attaching it to an attachment field, which finally triggers zapier to send an email with this attachment.

    Being able to automatically print/save as pdf from page designer and inserting into an attachment field will be a game changer for my multiple workflows.


    Absolutely. I will be beyond thrilled when/if this happens.

    C
    • Chris_Frandsen
    • New Participant
    • 2 replies
    • February 5, 2020

    +1 to this feature. I simply just need to print when a new entry is made via the form.

    T
    • Tadej_Mursic
    • New Participant
    • 3 replies
    • September 16, 2021

    Yes, +1 for this feature.

    P
    • Philipp_Berben
    • New Participant
    • 3 replies
    • December 25, 2021

    I would love to have that feature as well

    J
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    • J_W1
    • Known Participant
    • 21 replies
    • January 31, 2022

    Yep, much needed… and long-time request

    Artem_Romanovsk
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    • Artem_Romanovsk
    • New Participant
    • 1 reply
    • August 30, 2023

    definitely a game-changer, upvoted

    S
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    • SarahB
    • Participating Frequently
    • 5 replies
    • October 29, 2023

    Voting for this too.

    I currently work around this using an interface

    • Click BUTTON 1  - which opens a new url - linked to page designer (page designer is set up to filter orders that haven't been printed)
    • click PRINT
    • go back to interface and click BUTTON 2 ... which runs an automation that ticks a field "printed" - and removes from filtered view for next print!

    A bit long winded and lots of clicking, but does the job!


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