Automatically Trigger/Print Page Designer


#1

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


#2

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


#3

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


#4

+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.


#5

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)