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Automatically Trigger/Print Page Designer

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Michael_William
6 - Interface Innovator
6 - Interface Innovator

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 11
Artem_Romanovsk
4 - Data Explorer
4 - Data Explorer

definitely a game-changer, upvoted

SarahB
5 - Automation Enthusiast
5 - Automation Enthusiast

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!