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I have interface displaying record data in grid format. When the user clicks Export to PDF, the currently filtered results (or all records if no filter is applied) should be downloaded in PDF format.
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1. Read excel using readexcelsheetpaging function. this will return headers and data separately.
2. Create an html template, pass headers and data as input and generate an html document using "HTML Doc from Template" smartservice.
3. Pass this html doc to "HTML to Pdf" smart service.
readexcelsheetpaging function requires excel document, but i dont have excel doc.
You can just get it from MS Excel.
Implement a custom button to generate PDF from grid data without using the record grid's built-in download button. When users apply filters, store the filtered values in a local variable and pass them to a process model. The process model should query record data using the filtered values (if present) or full data (if no filters are applied), generate HTML from this data, and then use the HTML to PDF smart service to create the PDF. This requires two clicks: the first click calls the process model to generate the PDF, and the second click downloads it. Design the button label to make this feel like a single process rather than two separate steps (Generate PDF -> Download PDF).
thanks, tried this
I will try this thanks
I implemented read-only grid to display data and using user filters. Is there any way to save user filters in local variable?
It's not possible to directly access built-in record grid filter values in local variables - they're scoped internally to the grid component. The record grid's user filters operate within their own context and cannot be captured outside.You must implement custom filters using dropdowns/text fields outside the grid, store selections in local! variables, and pass them to both the grid's filters parameter and your process model. This way you control and access filter values for PDF export.