PDF Creator (HTML)

Automatically create and custom PDF reports with your record info.

• Add images and titles.
• Customize the displayed fields.
• Create as many custom automations as you need.
• Save the PDFs directly into Jestor.

With the action “Create and Save Custom HTML PDF”, you can create a PDF from fields and files in your record automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

Select the trigger of your choice to activate the action, then select the "Create and Save Custom HTML PDF" action, and fill in the options:

• Choose tab:
  *Tab that holds the record from which you'll create the PDF
• Choose field to save PDF file:
  • The resulting PDF will be saved on this field
• Choose the record:
  • This is the record whose information will be on the pdf. Also, it's the record where the file will be saved.

• Write custom HTML code:
  • This can be a combination of fixed text and dynamic data.
• Select the page size:
• Select the page orientation:

Click on save