EFP Trigger Formula and Audit Fields

I have duplicated the button that generates the EFP Document. One button will generate a PDF Resume based on one template and the second button will generate a PDF Skills Checklist based on another template.

 

I know the original button when generated will automatically save the file generated into a file field and then date/time stamp another field. This still works for the original button juiced set up for us but when I tried to duplicate this functionality with the duplicate button that generates the PDF Skills Checklist it will not work.

 

Wondering if anyone else has set up two buttons to generate two documents from different templates and was able to save the files generated into file fields specific to the button used and date/time stamp two different date/time fields specific to the button used.

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  • Hi Hannah,

     this should work as this is common thing to do.  Are you getting an error or is the document just not saving in the file attachment field?  Also make sure that the permissions on those 2 new fields are set properly so that EF+ can update those 2 fields

    Keith  

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  • Looking again at thsi I see that the msdb is not using dbid().  You are harcoding that value.  Is that value the dbid of the table that the button is on or is this a different table?

    I'm thinking this may be the problem...use dbid() instead and try again

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      • Hannah Wright
      • Business Systems Analyst
      • Hannah_Wright
      • 2 yrs ago
      • Reported - view

      Keith Jusas 

      As an update it looks like you've solved this issue for me!

      Your comment about the msdb got me thinking and now I have created fields to hold this data on the table with the data I'm generating the document from.

      As a final question, is there a way to also save which user generated the document?

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    • Hannah Wright you can by adding an api edit record call in the formula code that will edit the current record first setting a user field to the current user and then rdr to our url link to create the document 

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      • Hannah Wright
      • Business Systems Analyst
      • Hannah_Wright
      • 2 yrs ago
      • Reported - view

      Keith Jusas That makes sense. Thank you for the feedback!

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  • Hi Keith,

     

    Thanks for looking into this with me!

    The values are being pulled from another table, not the same table the button is located on. If I change this to the value of the current table using dbid() it will no longer generate the document.

    Can I only write information into the table that I list for the msdb? If this is the case I can still work with that!

     

    Thanks,

     

    Hannah Wright

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  • Status Answered
  • 2 yrs agoLast active
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