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
- 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.
- Navigate to Record Templates in the application settings and create a record template by selecting the Event Registration form. Name the template 'Pass'.
- Design your record template by dragging and dropping the required elements and fields for your pass from the designer, as shown below.
- 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.
- Publish the report of the Register for an event form's report. In our case, it will be Event_Participants.
- 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.
- Click Add New Action > Deluge Script and add the following code to the Deluge editor.
- //Export Record as PDF using record export URL in the openURL task.
- ( "https://creatorapp.zohopublic.com"+zoho.appuri+"record-pdf/<report_link_name>/"+input.ID+"/<file_name>/<encryptedKey>/", "new window");
- Where:zoho.appuriis 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/WFpmmU3JXYSHSWesnkNhFWNxzF6AStJRP4e8fkhZstM9g1QxftzFtDAtvqAHBsSherG5PA2ZESkWQYdTbJV7CEGbHEt0ma1Waw76the encrypted key is as follows:WFpmmU3JXYSHSWesnkNhFWNxzF6AStJRP4e8fkhZstM9g1QxftzFtDAtvqAHBsSherG5PA2ZESkWQYdTbJV7CEGbHEt0ma1Waw76
- 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.