Create PDF form/document based on ticket field information | Community
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Create PDF form/document based on ticket field information

  • October 9, 2023
  • 4 replies
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B

Hi there,

does anyone have a good, easy and possibly free solution for this topic.

I would like to create a PDF form/document (e.g. a PDF template with some basic information in it) via e.g. macro or trigger and would like to add information from the ticket (ticket field content and organization field content) to this document.

Then I'd either like to download the document in order to send it to the customer or it should automatically be added to a new comment.

Is there any easy way to do that? Does anyone have experience regarding this task?

In my scenario this should something similar like a common RMA form.

      4 replies

      Fernando29
      • Fernando29
      • October 9, 2023

      Take a look at this article, as it may address what you are trying to accomplish:
      https://support.zendesk.com/hc/en-us/articles/4408836523930-Printing-tickets

        B
        • Bastian11
        • Author
        • October 10, 2023

        Take a look at this article, as it may address what you are trying to accomplish:
        https://support.zendesk.com/hc/en-us/articles/4408836523930-Printing-tickets

         

        Thank you for the feedback. Unfortunately this is not what I'm looking for. Of course I am familiar with this simple function.


        I would like to create an independent PDF document with partly static text content but also dynamic text content (based on ticket and organizational fields). The creation should be done using triggers, for example.

        Antonio17
        • Antonio17
        • October 10, 2023
        Hi there,
         
        as it is now, I believe it is not possible to achieve that natively. The article building macro action statements outlines the actions that are available to macros at the moment.
         
        Fernando29
        • Fernando29
        • October 10, 2023

        You would need to have a service that supports PDF Generator APIs, and then leverage leverage the triggers to send the appropriate API call to that service.
        I found this external article to be helpful on this matter

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