Generate Dynamic PDFs with FillFaster’s monday.com Integration App
FillFaster Support
Last Update há 9 meses
In this guide, we will show you how to generate dynamic PDFs using data from monday.com items inside a board.
We will set up an automation so that every time we click on the button, all the data from the item will be populated into a PDF file and uploaded back to the board. Let’s see how it works.
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Step-by-Step Instructions
1. Use the FillFaster Template Recipe
- Go to the Integrations section in your monday.com board.
- Click on the "Integrate" button.
- Search for "FillFaster" under Templates.
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- Select the FillFaster PDF Generator app and choose the template that generates a PDF file when a button is clicked.
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- Click "Use template" to select the template.
2. Set Up the Automation
- Once the template is selected, you will see the automation setup screen.
- Choose the button you want to use to generate the PDF. In this case, select the "Generate PDF" button.
- If you do not have a button yet, create a new button by clicking on the button option and configuring it as needed.
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3. Select the Relevant FillFaster Form Template
- If you do not have a FillFaster Form template yet, refer to our guide on creating one. You must create the form before setting up the automation.
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- Map the item data from monday.com into the corresponding fields in the PDF template.
- Example: Map the "Full Name" field from the item data to the "Full Name" field in the PDF template.
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4. Set the Upload Destination
- Choose where you want the generated PDF file to be uploaded.
- If you already have a column for PDF files, select it.
- If not, create a new column by clicking on the column option
5. Add to Board
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When complete, you will see the automation in the automations list
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6. Test the Automation
- Go back to your Monday.com board.
- Click on the "Generate PDF" button for a sample item to test the automation.
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7. Review the PDF
- Open the "Generate PDF" file.
- Verify that all item data is accurately populated in the PDF.
- Ensure that the PDF format is correct and meets your requirements.
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Now you have set up the automation to generate PDFs using FillFaster’s monday.com integration app. You can send out the generated PDFs or use them as needed.