Download the Detailed View of an Record as PDF | Zoho Creator Help

Download the Detailed View of an Record as PDF

Requirement

Enhance event organization by automatically generating and downloading personalized entry passes to the registrants right after registration.

Use case

Consider a Zoho Creator Event Management application used by a company to manage events for customers, including conferences, workshops, trade shows, and more. When a customer registers for an event, the system automatically generates a pass in PDF and downloads it to their device, which they can present for entry on the day of the event.

Steps to follow

  1. Create a form with the required field to collect details of the participants for the event. In this tutorial, for demonstration purposes, we have used the Event Registration (Form Name: Register for an event/ Form Link Name: Register_for_Events ) form from the form template.

  2. Navigate to Record Templates in the application settings and create a record template by selecting the Event Registration form. Name the template 'Pass'.

  3. Design your record template by dragging and dropping the required elements and fields for your pass from the designer, as shown below.

  4. Navigate to the Print & PDF section in the report properties of the Register for an event form's report(Event_Participants) and select the 'Pass' record template that you've created.

  5. Publish the report of the Register for an event form's report. In our case, it will be Event_Participants.

  6. Create a workflow to execute on the successful submission of the Register for an event form by selecting the Record Event as 'Created'. Name the workflow 'Download Pass' and click Create Workflow. This workflow is configured to download the event pass to the user's device upon successful registration.

  7. Click Add New Action > Deluge Script and add the following code to the Deluge editor.
    1. //Export Record as PDF using record export URL in the openURL task.
    2. ( "https://creatorapp.zohopublic.com"+zoho.appuri+"record-pdf/<report_link_name>/"+input.ID+"/<file_name>/<encryptedKey>/", "new window");
      1. Where:
        zoho.appuri
        is the predefined system variable that contains the details of organization namespace and application link name in the format: /<org_namespace>/<app_link_name>/ 
        <report_link_name>
        is the link name of the Event_Participants report whose detailed view of the record is to be exported.
        <file_name>
        is the name in which the file must be exported.
        <encryptedKey>
        is the unique key that is generated while publishing the report. It can be located within the publish URL of the report. For example, in the following publish URL: https://creatorapp.zohopublic.com/zylker/event-management/report-perma/Event_Participants/WFpmmU3JXYSHSWesnkNhFWNxzF6AStJRP4e8fkhZstM9g1QxftzFtDAtvqAHBsSherG5PA2ZESkWQYdTbJV7CEGbHEt0ma1Waw76

        the encrypted key is as follows:
        WFpmmU3JXYSHSWesnkNhFWNxzF6AStJRP4e8fkhZstM9g1QxftzFtDAtvqAHBsSherG5PA2ZESkWQYdTbJV7CEGbHEt0ma1Waw76

  8. Publish the Register for an event form and share the perma link with your customers for them to register and generate pass for the event.

See how it works


  1. Export and Print URLs for Individual Records
  2. openUrl

      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 LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          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

                                                                                                                            • Understand record templates

                                                                                                                              This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A record template for a form allows you to present the data in each of its records in a meaningful and structured manner. ...
                                                                                                                            • Understanding canvas layout designer

                                                                                                                              1. What does this page cover? Learn about how you can use Canvas layout builder in Creator to design the detailed view layout of your records, corresponding to your business requirements. 2. Availability This help page is for users in Creator 5 and ...
                                                                                                                            • Display subform's report in parent form's report

                                                                                                                              Requirement   When the user views a particular record in a report that has subform, the values in the corresponding records are also shown. Use Case   An order management application contains two forms: Customers and Orders. The Customer s form is ...
                                                                                                                            • File download

                                                                                                                              This API service lets you manage the different functionalities in a report. File download Methods downloadMedia(from:completionHandler:)This downloads the files in the image, file, audio, video, and signature fields. ...
                                                                                                                            • Previewing PDF and video content in widgets

                                                                                                                              Requirement Display video and PDF content from a report directly on a page using a custom widget. The widget retrieves media files from reports, such as video and file upload fields that store uploaded resources, and displays them on the page for ...
                                                                                                                              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