Podio

Workflow Automation: Make a PDF

January 22, 2024

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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.

Make a pdf 1

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.

Make a pdf 2

Select your paper size and orientation

Make a pdf 3

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.

Make a pdf 4

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 <>]

Make a pdf 5

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

Make a pdf 6

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.

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Workflow Automation: Make a PDF

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

Workflow Automation: Make a PDF

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