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Saving reports

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Bas
Vanguard
  • Vanguard
  • 19 replies

In our current project we need the ability to save a report to the database. 

Because of the sensitive medicale data that we are processing we need to clean our database as soon as possible. After a client has filled a questionaire we need to generate a PDF with the provided answers. We offer this PDF as download for the client and later on need to move that PDF to a document management system.

We have been told that the only way currently available is to build a API endpoint that generates the report and call upon that API endpoint so we can store the generated PDF into the database. This feels like a suboptimal approach with the potentiel that we’re exposing and endpoint that has access to sensitive data.

Having the ability to generate a report and store that report into the database directly would be very benificial to our processes and I can imagine helpfull for others as well.

Did this topic help you find an answer to your question?

10 replies

  • 82 replies
  • December 9, 2020

You probably have already looked further into this than the text in your question goes.

 

Does the ‘literal’ PDF file need to be saved, or can a precursor to the PDF be saved?

Depending on the reporting tool, reports can be generated as either PDF or a range of other file formats. XML/HTML, in my experience, is easier to handle than PDF data.

XML can be the source for the PDF for the client as well as it could be the data that is saved to the document management system.

An example toolchain, not via SQL server, can be found at https://stackoverflow.com/questions/1144874/any-good-xslt-sheets-for-xml-to-pdf


Jasper
Superhero
  • 678 replies
  • December 9, 2020

Hi Bas,

Generating reports and emailing or saving them to the database using system flows is planned for the 2021.2 release, scheduled for April.


Jasper
Superhero
  • 678 replies
  • December 9, 2020
Updated idea status NewPlanned

Jeroen van den Belt
Administrator
Forum|alt.badge.img+9
Updated idea statusPlannedWorking on it!

Arie V
Community Manager
Forum|alt.badge.img+12
  • Community Manager
  • 975 replies
  • November 11, 2021

@Jasper We need this same feature, but instead of saving the document to the Database we wish to have it uploaded to the AWS S3 File Storage location. Will that be supported too with this solution? 


Jasper
Superhero
  • 678 replies
  • November 11, 2021

@Arie V Good question!

The Generate report process action will output binary data. This data can then be saved to any of the supported file storage types using an enhanced version of the Write file connector.

Edit: AWS S3 is not mentioned in the docs but it is supported! We'll fix this asap.

 


Arie V
Community Manager
Forum|alt.badge.img+12
  • Community Manager
  • 975 replies
  • November 23, 2021

@Jasper Good to hear! Will this feature make it to Release 2022.1?


Jasper
Superhero
  • 678 replies
  • November 25, 2021

@Arie V, as it looks now this feature will be available in the 2022.1 release.


Jeroen van den Belt
Administrator
Forum|alt.badge.img+9
Updated idea statusWorking on it!Next release

Jeroen van den Belt
Administrator
Forum|alt.badge.img+9
Updated idea statusNext releaseCompleted

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