Collect information from multiple apps, sorted by the date, and make a PDF with all that

[SanjaNikolic]

Hi guys, I need help with this.

I need to create automation where it makes PDF by changing status to completed. So, PDF must contain information for every day, for example, from 14th Oct till 7th Nov. Besides date, it should have load name, driver, load price, a location.
I want information to be sorted from the start date to the end date. I will also put picture of my automation.
So, it’s like a report for one week, two, etc.

[SanjaNikolic]

Here’s the app where the PDF should be at, I put those dates.

[Jason]

Hi

You can find a video guide here: ▶️ Showcase 7 - Send invoices as PDFs via email using dynamic tables

However

and when you run it will create a table with your items:

[SanjaNikolic]

Thanks for your help! I made this automation, but it only creates one row in the table, for one record only. But I need it to create a row for every date.
Here are pictures of my automation. Thanks again for your help.

[Jason]

It is hard to be sure without seeing loads more of your app but I will try and give some pointers:

1. I presume you mean there is just one line when you simulate or actually make the PDF rather than what you see in your screenshot
2. It looks like you have watched the video and taken it fully, which is great. However, I suspect that in your case, you don’t need certain aspects of what Ben shows. For example, I am not convinced that you need the Get related part or the roll-up. If you do, then great, but it doesn’t look like it.
3. Are you sure that there is more than one item if you click the play button in the top right you will see the steps your automation is taking and you can expand the search item and see how many it has found.
   
   
4. I suspect that your collection is only holding the related records you are collecting which in your case is probably not what you want you need the collection to hold all the records from your search block.

[SanjaNikolic]

it looks like it collected 3 records, but only one displays.

Here is the picture of our table. Is there anything else I can take a screenshot of that would help you see where the problem is? Thank you Jason!

[Jason]

You have still got the get related block in do you really need that?

Disable or remove that and try again?

[SanjaNikolic]

Thank you Jason, it worked!

[Jason]

I thought it could be helpful to be a little clearer on the process of adding a table to a PDF from a collection either via search or relation:

1. Build your collection however required, it could be you want related records or records from a search as shown here.
2. Sort the records in your collection if required.
3. Create your PDF
4. Layout your PDF how you want adding a table to hold your collected records
5. In the row that will hold the first row of your data at the fields that you need if you are doing this in the same app as the collected data then take care to add the collection fields and not the single record fields. it must start with @Collected
6. Update the record by adding the PDF to a files field.

the above automation produces the following when run:

[SanjaNikolic]

Thank you so much Jason !

[SanjaNikolic]

We also have one more problem, we have a field for date and time in workspace where information is pulled off, with start and end, but we can only select one date. If you can help us with that too. Thanks again.

[Jason]

It’s late with me now and I am not sure I know what you mean send me more screenshots, if you can’t post publicly then DM me and I will look in the morning

[SanjaNikolic]

Here’s an example, pickup delivery date & time has START AND END, that is in the table for collected.
But when we try to search for that exact thing in the search record, it only has one date & time.

[Jason]

Okay, so let’s look at this a different way. What do you actually need to achieve? Are you trying to match records where a date is within the start-finish date or if the end date is before today?

[SanjaNikolic]

Hi, we need to have the same option to pick in Search Records, we need to have there option “Pickup Delivery Date & Time / Start”, like we have that option in the table.

We actually need what you said, to match recors where a date is within the start/end date.
Thanks for your time