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Posted on by gikido

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Hello everybody;

I have a canvas application where the user can create field safety visits, firstly, he enters information relating to the visit, each visit can contain several findings and each report can contain several actions.

At the end of entering all these elements, I want to have a PDF which contains all these elements.

for the first part it's good I used the plumsail connector; but to add the other elements, I don't know how to do it, because there are several elements to insert.

Please guide me to a suitable solution.

THANKS

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Rhiassuring 8,692 Moderator on at

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Do you have a template for your PDF that you're wanting to populate?

Do you need to insert photos?

You need to give more details about the type of information, and the desired output.

Generally you'll populate a Word document and then PDF it. But if you have a third party tool, you might have more at your fingertips than many of us would recommend here.

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gikido 1,032 on at

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@Rhiassuring thanks for your reply

yes I have a template, but the problem is for the information which is stored in the other tables. I need to use 'for each' in power automate but with plumsail I don't know how to do that.

or if you have another solution I would be grateful

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Rhiassuring 8,692 Moderator on at

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What do you mean "stored in the other tables"?

Can you give us information about how things are set up? Like, "I have a table of locations with 3 columns, that is kept in a SharePoint list, and I need a table of only 2 of those columns in the document".

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e.evseychik 42 on at

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Hello!

The post is old but I would like to help other people who may encounter the same issue. And first of all, I would advise to contact Plumsail support in such cases.

Then, it is better to generate the PDF file from a DOCX template as it provides maximum opportunities to work with tables. When preparing a template, it is important to keep in mind the loop and nesting logic of this template type. This demo provides sample template and data set to test that logic. You can modify it and adopt to your use case and data structure.

In addition to the provided documentaiton, I would like to describe how to add several items inside one table row. To do that, the table row should contain a nested element for looping: it may be either a bullet/numbered list or another table inserted to a cell of the root table. In the latter case, just remove its borders to keep a proper look. Here is a sample, borders are not removed for clarity:

To fill this table, it is necessary that the 'visits' property in the data source contains an array of objects with data for each row. And there should be nested arrays 'findings' and 'actions' to iterate over nested tables within one root table row. For example:

{ "visits": [{ "date": "December 10, 2024", "findings": [{ "item": "finding1" }, { "item": "finding2" }, { "item": "finding3" } ], "actions": [{ "item": "action1" }, { "item": "action2" }, { "item": "action3" } ] }, { "date": "December 16, 2024", "findings": [{ "item": "finding1" }, { "item": "finding2" }, { "item": "finding3" } ], "actions": [{ "item": "action1" }, { "item": "action2" }, { "item": "action3" } ] } ] }

And here is a result of filling the template:

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