[✅ Solution] Creating a table of many records inside of a PDF

[ScottA]

I need to generate a Rent Roll… a list of all the tenants in a particular building along with their suite #s rent to be paid, size of their suite, expiration dates, etc… and be able to email it as a PDF report. (Ultimately, it would be great too if the columns could be added up at the bottom)

In Podio I used GlobiFlow to generate an HTML table and then added it to the PDF. I’m not seeing a function block in Tape that does that… is there a way to do this? I am not a coder… so I’m hoping for a drag-and-drop kind of thing…

I am looking to move over to Tape from Podio… but need this functionality as this is a critical report we generate for our clients. Thanks

Scott

[Jason]

Hi @ScottA

Do any of these help you:

Dynamic tables · Workflow Automation

Dynamic tables are a type of data structure that can change in size and shape. [230119_DynamicTables_StEs] One of the main advantages of Tape´s dynamic tables is their flexibility. Unlike static tables, which have a fixed size and structure, dynamic tables can grow and shrink as needed, making them ideal for use cases that need to handle flexible amounts of data. Enhance automation by creating dynamic tables in actions: Create PDF Send email Displa…

How to Create an Inline Invoice Table at the Record Level with Edit Options

Hi, Tape community. I wanted to share an app I created to view invoice tables inside the records. Here is what it looks like: [Invoice Table] It also allows you to create new invoice items directly from the invoice record and with a link to edit the desired item. You can find the workspace template here. Although simple, there are a few things needed to make it work. Here is a video tutorial I recorded about it. [image] Here is the calculation you will need to make the invoice…

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

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: [melotte.consulting 241107180721] Build your collection however required, it could be you want related records or records from a search as shown here. Sort the records in your collection if required. Create your PDF Layout your PDF how you want adding a table to hold your collected records In the row that will hold the first row of your data at the f…

[ScottA]

Thanks @Jason! That last link gave me the clues I needed!! I’ve not tried it yet, but will soon. Much appreciated!!

[ScottA]

Follow up question… See attached. How can I get the Rollups to show a comma at the thousands place holder like in the above table? Thank you.

[Luis]

You may need to change the formatting settings on the number/calculation field in the app. To do that, go to the app with your data, and in the top right corner of the page, click the three dots > Customize fields.

Then, look for the field you want to change and click “Edit Field.” Once in there, change the formatting settings to the format you like.

If you are using a calculation, you may see “Text Formatting of result.” Change that to “Number formatting of result” to see the number formatting.

Let me know if this fixes it.

[Jason]

In case what you mean is format the number you get from a workflow Rollup block:

console.info(`Original: ${var_rollup}`);
const newNumber = Intl.NumberFormat('en-GB').format(var_rollup)

console.info(newNumber);
var_rollup = newNumber

you can obviously do it in fewer lines I have just put them in for clarity, the important part is:

Intl.NumberFormat('en-GB').format(var_rollup)

Otherwise what Luis said

[ScottA]

I tried Luis’ suggestion first thinking Tape had a setting -but my fields were all set up correctly already. So, I moved on to your suggestion Jason and that did the trick.

Thank you both for your help (this feels like old-school Podio… a helpful community!!)

Scott