Create PDF and send Email automated

[Brecht DHeere]

Hi,

I know it is possible to create a pdf from a layout with the print function but is it also possible that Tapforms created the pdf and I just have to do one click to send it to the emailadress that is specified in a field of that record?

Thanks,
Brecht

[Brendan]

Hi Brecht,

I’m sorry but there’s no direct function for this, but you can use the Mail PDF function on the Print panel. But then you do have to manually enter in the email address to send it to.

Thanks,

Brendan

[Brecht DHeere]

OK, thank you for the reply!

[Charlie]

is their a script to do what Brecht ask for? It would be much easier than Mail PDF and do it manually.

[Daniel Leu]

Since this seems to be useful, I put something together. Please have a look at https://lab.danielleu.com/blog/sending-record-by-email/

Please let me know how this works for you.

[Chris Ju]

Thanks, that’s useful!

[Charlie]

Daniel Thanks for the script. I have linked fields that don’t show up as they do on the computer. Even if i make a pdf the field don’t show the linked form. So at the moment i’m stuck. But thanks for support Daniel

[Daniel Leu]

Hi Charlie,

As it says, “this function copies all fields that represent a primitive data
type from the currentRecord”. A linked field is not a primitive data structure. Can you share your form template so I can have a look at it? Thanks!

• This reply was modified 1 year, 9 months ago by Daniel Leu.
• This reply was modified 1 year, 9 months ago by Daniel Leu.

[Charlie]

Hi Daniel

Is it a tfarc file you mean? I took a screenshoot of the default page. The fields with symbols like ”kameror” is a many to many form. On the cumputer I see a linked form with text on my phone is like this. If its possible to get whats in the field as printed text or in a PDF form should be great. Then I can Airdrop this form to my customers. It’s a rentalform for equppment.

Attachments:

You must be logged in to view attached files.

[Charlie]

Hi Daniel.

I managed to export a template. I hope you have time the check it out.

Attachments:

You must be logged in to view attached files.

[Daniel Leu]

Hi Charlie,

Thank you for the form. I’ve enhanced the script a bit to process date fields as such, include the name field from the contact, and to report child records as well. Please note that I only did some minimal testing.

I have updated the script over on https://lab.danielleu.com/blog/sending-record-by-email/

Your top-form contains links from other forms and not to other forms! You will need to update line 32 from } else if (f.fieldType == "form") { to } else if (f.fieldType == "from-form") {.

[Charlie]

Hi Daniel

Thanks for your support. I got the name and all the field that is not linked to other forms to be copied to mail. That’s great. I also tried to test to change field 32. But i don’t get info from other forms. Like ”kameror”, ”ljud”, ”grip” and so on. I am useless to script writing Thanks for your time and work.

[Daniel Leu]

For you, line 32 has to be } else if (f.fieldType == "from_form") {

Then I get something like:

Namn: Daniel Leu
Klass: ES21B
Återlämnad: Ja
Bokningsdatum: Wed Apr 12 2023
utlåningsdatum: Thu Jan 01 1970
Kamera: Canon XA65
Kameror: 
   Kamera: Kamera 1
   Kort id: #345345
Återlämningsdatum: Tue Apr 18 2023
Stativ: En bensstativ
Bom: 5
SD CARD: NEJ
Kommentar: some comment
Ljus: 
   Ljus: Light
   Kort id: Light Id
   Inkommen: true
Övrigt: XLR kabel
Utlånad av: xxxx
Mottagen av: xxx 

Can you copy the output from the console? This might help.

• This reply was modified 1 year, 9 months ago by Daniel Leu.
• This reply was modified 1 year, 9 months ago by Daniel Leu.
• This reply was modified 1 year, 9 months ago by Daniel Leu.

[Charlie]

I check this tomorrow. Looks promiseing.

[Charlie]

Thanks Daniel.

It’s almost there. I have some duplicates of similar names. Like ljud: Ljud, Ljus: ljus, kamera… etc. Alson i have checkmarkfield ”inkommen” marked true or false. I wonder how to, not have ”inkommen”, true in the mail. Signature is jpeg file that the script cant translate. Small issues could be big script problems. Any way Happy easter.

[Daniel Leu]

Hi Charlie, with duplicates of similar names do you mean the two Ljus in this example?

Ljus: 
   Ljus: Light
   Kort id: Light Id
   Inkommen: true

This is because the field in the parent form is called Ljus and then there is another field in the child form called Ljus.

Sorry, there is nothing I can do about the signature image. Well, I could provide the filename, but I don’t think that this is what you’re after.

So you don’t want to have the “inkommen” field at all?

[Charlie]

Hi Daniel

Ok i got it about the name from parent and childform. Ir’s a bummer.😀 Correctly i don’t want the ”inkommen” field at all. Thanks for your great support.

Hopefully Brendan have a solution on a PDF print in the next update

[Charlie]

Daniel
I missunderstod. Its the first ljus that can go away

[Daniel Leu]

You can use this to remove “Inkommen” from your email body:

function Mail_Record() {
   let emailBody = copyRecordToText(record);
   const matchFilter = /Inkommen/g;
   emailBody = emailBody.split("\n").filter(item => !item.match(matchFilter)).join("\n");
   console.log("============= Email Body\n" + emailBody);
   let emailUrl = createEmailURL("", "", "", "Email Record", emailBody);
   // Send email
   Utils.openUrl(emailUrl);
}

[Charlie]

Hi Daniel

Shall I use this and replace from line 71? And the first ”ljus”, ”kameror”….. Is it possible to remove that duplicate in the mail form?

[Daniel Leu]

Sorry, I’m traveling right now. Is it possible? Yes. But maybe it’s easier to change the naming. “Rented Lens” or just “name” in the lens form.

[Charlie]

Thanks Daniel for your support. Have a nice trip

[Author]

Posts