Export and Print URLs for Individual Records | Zoho Creator Help

Export and Print URLs for Individual Records

Notes
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.

1. What Does This Page Cover?

This page explains about the pre-defined URL formats using which users can print and export the detailed view of a report's record.

2. Overview

Zoho Creator supports URLs to print and export a report's individual records. When the URL is accessed, the record's will be printed/downloaded. These actions can be performed in both unpublished and published reports by using different URL formats.
To export or print records, the URLs can either be accessed directly in the browser or be included in customized actions within the application using the following methods:
  1. Write openURL Deluge task in workflows and functions using the target URL as input
  2. Configure open URL action in page elements using the target URL
  3. Use Redirect to URL action in workflows to navigate to target URL
Notes
NoteTo make printed or exported records more attractive and insightful, customize and assign a record template in the Print & PDF tab under Report Properties.
  1. If no record template is set, records will be printed using the default detailed view layout, which can be customized using the canvas builder or record templates.
  2. To export a record as a PDF either using the Export button or pdf export URL, a record template must be configured in the Print & PDF tab.
  3. If both a record template and a detailed view layout are configured, the printed record will follow the template selected in the Print & PDF tab.

2.1. URL Formats

1. Reports Accessed from within an Application (Unpublished Reports)
  1. Print
    https://creatorapp.zoho.com/<org_namespace>/<app_link_name>/record-print/<report_link_name>/<record_ID>/
  1. Export as PDF
    https://creatorapp.zoho.com/<org_namespace>/<app_link_name>/record-pdf/<report_link_name>/<record_ID>/<file_name>
  1. Print
    https://creatorapp.zohopublic.com/<org_namespace>/<app_link_name>/record-print/<report_link_name>/<record_ID>/<private_key>/
  2. Export as PDF
    https://creatorapp.zohopublic.com/<org_namespace>/<app_link_name>/record-pdf/<report_link_name>/<record_ID>/<file_name>/<private_key>/
where,
Placeholder
Explanation
<org_namespace>
Link name of the organization in which the application holding the target report has been created.

Retrieve the link name using the :
  1. Creator report's URL - https://creatorapp.zoho.com/<org_namespace>/<app_link_name>/#Report:<report_link_name>
  2. Deluge script with the system variable zoho.adminuser
<app_link_name>
Link name of the application from which the record is to be printed/exported.

Retrieve the link name using the:
  1. Creator report's URL - https://creatorapp.zoho.com/<org_namespace>/<app_link_name>/#Report:<report_link_name>
  2. Deluge script with the system variable zoho.appname
<report_link_name>
Link name of the report whose record is to be printed/exported. 

<record_ID>
Record ID of the record that needs to be printed/exported. To retrieve this, add the ID field while configuring fields for web in a report. The record ID will then be displayed along each record in the live mode of the application.
<file_name>
The name in which the record needs to be downloaded. Provide any appropriate name of your choice with a maximum of 100 characters.
Notes
Note: This is optional when a record is exported from an unpublished report. By default, file name will be the name of the report.

<private_key>
(Applicable only for published reports)
The set of alphanumeric characters following the report link name in the permalink. It is the last path of the URL which is obtained after publishing the report.

Retrieve private_key using the Creator report's permalink:

"Kf96ZkqG85MBOHMbQsQKCdGPygrRZAhZjGebZjJ" is the private_key.

2.2. See How it Works


2.3. Use Case

1. Export Record as PDF using openURL task in successful form submission Workflow - In an Order Management application, say a customer enters details, such as address, contact email, and more, in a form Create Order. Upon submission, they need a downloaded copy of the acknowledgement for future reference. To achieve this, a Successful form submission workflow is configured. A Deluge script for openUrl task is written that instructs the specified export URL to be accessed. This workflow downloads the order acknowledgement for the customer.

2. Print Record when a Page Element is Clicked On - Say you've built a Course Planner application that helps students track their online educational course. From the Student Dashboard, the students can print the course schedule by clicking a Download Schedule button. This can be achieved by configuring an open URL action for the button (page element). The print URL mentioned in this action will be accessed on click of the page element in the live mode. It prints the specified course's schedule that is stored as a record in a Course Schedule form.

  1. openURL task
  2. open URL action
  3. Understand Report Publish
  4. Download the Detailed View of an Record as PDF

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Functionality-based URLs

                                                                                                                          Overview In the topic Zoho Creator URL Patterns we learned about the default URLs to access a Zoho Creator application and its forms, reports and pages. In this topic, we will learn about the functionality based URLs to set default values for form ...
                                                                                                                        • Print and export as PDF

                                                                                                                          This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To print multiple templates: Access the Report that the template is based on. Select all or only the required records that ...
                                                                                                                        • Export records

                                                                                                                          This API service lets you manage the different functionalities in a report. Export records Methods exportReport(for reportInfo: ReportInfo,withOption option:ReportExportAPI.ActionType, reportConfig: ReportAPIConfiguration, exportConfig: ...
                                                                                                                        • Print template

                                                                                                                          This API service lets you manage the different functionalities in a report. Print template Methods fetchPrintTemplate(forRecordID:ofReport:completionHandler:)This fetches the HTML content of the Print Template of a record in the report. ...
                                                                                                                        • Export data from reports

                                                                                                                          Note: To optimize efficiency and security, support for XLS format has been deprecated, and instead, the XLSX format will be supported with effect from 21-March-2024. We insist you to replace any instance of .xls to .xlsx across Deluge scripts in your ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources