Print Using Template With Multiple Relationships

The Print Using Template With Multiple Relationships action generates a document (PDF or DOC) using a selected template and data from multiple relationships in your form. This is useful for exporting complex reports, certificates, or forms that require data from several related tables.

Properties and Explanation

Export Format: Select the format for the exported document. Options include:

• pdf

• doc

Template Name: Choose the template to use for generating the document. Templates are managed in your system and can be selected from a list.

Fields: Select the fields from your form to include in the document. You can choose multiple fields to be mapped into the template.

Parameters: Enter any additional parameters required by the template. These can be used for dynamic content, filtering, or custom logic in the generated document.

• The action collects data from the main form and multiple relationships, merges it with the selected template, and generates the document in the chosen format.

• Use this action to automate the creation of reports, certificates, or other documents that require data from several related tables.

Full Configuration Example

Below is a screenshot of the Print Using Template With Multiple Relationships action configuration, showing all properties set for export format, template, fields, and parameters:

• In this example, the action generates a PDF using a selected template and data from multiple relationships and fields.

• When the action is triggered, the document is generated and downloaded automatically.