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Create multiple documents with one button

Right now we can create multiple documents by applying same document template to multiple records in table view. However, in addition, in the Preview view, I'd like user to be able create multiple documents, from multiple templates, Preview using one button. Currently, this is only possible by clicking multiple buttons, for each template.

ID
1544

Category
Setup

Author

Andrew Winters

Date Created
9/6/2022 7:30:54 AM

Date Updated
9/22/2022 9:37:07 AM

Status
New Idea

Score
10

Promoted By

Andrew Winters

Comments

	basenine 9/6/2022 5:08:43 PM Good morning Andrew, The only work around I can think of at the moment is to combine all the documents into one, with a page break between each doc. I’m also wondering if an executable workflow to multiple New Navigate actions - Document - might work? Best regards Brett
	Andrew Winters 9/7/2022 6:00:26 AM Thanks Brett! I had thought of both of those. Variable form behavior will generate different document options. Therefore, one large document with a page break isn't feasible. I also thought of multiple New Navigate actions. However, when I try that, it only generates the first document and then stops.
	basenine 9/7/2022 6:23:04 AM G’day Andrew, I see your point with the concatenated document. Usually there’s an ‘Execute Triggers’ at the bottom of an action (which allows for successive actions to perform)… Clearly missing on the New Navigate action. You could look at making multiple API calls with CallURL and retrieving the documents that way. The callURL endpoint is /document. The API call allows for additional ‘Execute Triggers’ option 👍 I’ll do a test and let you know if it works
	basenine 9/7/2022 6:23:05 AM G’day Andrew, I see your point with the concatenated document. Usually there’s an ‘Execute Triggers’ at the bottom of an action (which allows for successive actions to perform)… Clearly missing on the New Navigate action. You could look at making multiple API calls with CallURL and retrieving the documents that way. The callURL endpoint is /document. The API call allows for additional ‘Execute Triggers’ option 👍 I’ll do a test and let you know if it works
	basenine 9/7/2022 6:48:02 AM Well, the test gave a '200' success status code, yet the documents were not printed. The API documentation (https://teamdesk.crmdesk.com/image.aspx?mode=file&id=15884) suggests this is possible to do: navigate to the index and click on "Document Method" for explanation. Not sure where to go from here, I afraid.
	Andrew Winters 9/7/2022 10:02:55 AM I appreciate you testing it out for me, friend!
	Pierre 9/22/2022 9:37:07 AM I have been using successfully for some time the following third party API: https://www.convertapi.com/pdf-to-merge

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