Workflow Automation: Make a PDF
Use Make a PDF to create a new PDF file and attach it to the Podio Item.
For example, for a marketing campaign, you can set up a standard PDF welcome letter to send to prospective clients. Every time you add a new Company to this marketing list, this welcome letter will be created and attached to this Company record.
Start the flow by selecting the Trigger and add any Filters required.
Add the Make a PDF action.
Add your title, making it unique by adding field tokens
Note: To prevent issues, PWA sanitizes filenames, so there is no way to have capitals, spaces, or special characters.
Select your paper size and orientation
Now create the PDF body. Headers and Footers can also be created. You can format the text, add bullets, images and links as well as change the source code for more formatting options.
Note: Keep in mind that your total file size should not exceed 25MB.For larger files, we recommend Saving the File to the ShareFile Integration.
Change the way the data is output using Custom Variables
Find php calculation examples HERE
Add Page Numbers:
- Add Page {PAGENO} of {nbpg}
- Can be added to the Header or Footer
Add Page Breaks:
- Add a Custom Variable collector with “(pagebreak/)” [Format pagebreak/ within <>]
- Add this created Custom Variable token into the PDF
Insert Image:
- Select the image button on the format toolbar
- Enter address of public image and click OK
See this PDF in action in our blog post Create a PDF Invoice
One of our users posted this YouTube video to illustrate
The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.
DIESER DIENST KANN ÜBERSETZUNGEN ENTHALTEN, DIE VON GOOGLE BEREITGESTELLT WERDEN. GOOGLE LEHNT JEDE AUSDRÜCKLICHE ODER STILLSCHWEIGENDE GEWÄHRLEISTUNG IN BEZUG AUF DIE ÜBERSETZUNGEN AB, EINSCHLIESSLICH JEGLICHER GEWÄHRLEISTUNG DER GENAUIGKEIT, ZUVERLÄSSIGKEIT UND JEGLICHER STILLSCHWEIGENDEN GEWÄHRLEISTUNG DER MARKTGÄNGIGKEIT, DER EIGNUNG FÜR EINEN BESTIMMTEN ZWECK UND DER NICHTVERLETZUNG VON RECHTEN DRITTER.
CE SERVICE PEUT CONTENIR DES TRADUCTIONS FOURNIES PAR GOOGLE. GOOGLE EXCLUT TOUTE GARANTIE RELATIVE AUX TRADUCTIONS, EXPRESSE OU IMPLICITE, Y COMPRIS TOUTE GARANTIE D'EXACTITUDE, DE FIABILITÉ ET TOUTE GARANTIE IMPLICITE DE QUALITÉ MARCHANDE, D'ADÉQUATION À UN USAGE PARTICULIER ET D'ABSENCE DE CONTREFAÇON.
ESTE SERVICIO PUEDE CONTENER TRADUCCIONES CON TECNOLOGÍA DE GOOGLE. GOOGLE RENUNCIA A TODAS LAS GARANTÍAS RELACIONADAS CON LAS TRADUCCIONES, TANTO IMPLÍCITAS COMO EXPLÍCITAS, INCLUIDAS LAS GARANTÍAS DE EXACTITUD, FIABILIDAD Y OTRAS GARANTÍAS IMPLÍCITAS DE COMERCIABILIDAD, IDONEIDAD PARA UN FIN EN PARTICULAR Y AUSENCIA DE INFRACCIÓN DE DERECHOS.
本服务可能包含由 Google 提供技术支持的翻译。Google 对这些翻译内容不做任何明示或暗示的保证，包括对准确性、可靠性的任何保证以及对适销性、特定用途的适用性和非侵权性的任何暗示保证。
このサービスには、Google が提供する翻訳が含まれている可能性があります。Google は翻訳について、明示的か黙示的かを問わず、精度と信頼性に関するあらゆる保証、および商品性、特定目的への適合性、第三者の権利を侵害しないことに関するあらゆる黙示的保証を含め、一切保証しません。
ESTE SERVIÇO PODE CONTER TRADUÇÕES FORNECIDAS PELO GOOGLE. O GOOGLE SE EXIME DE TODAS AS GARANTIAS RELACIONADAS COM AS TRADUÇÕES, EXPRESSAS OU IMPLÍCITAS, INCLUINDO QUALQUER GARANTIA DE PRECISÃO, CONFIABILIDADE E QUALQUER GARANTIA IMPLÍCITA DE COMERCIALIZAÇÃO, ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO E NÃO INFRAÇÃO.