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SOLVED

Iterate through data to send multiple PDFs

superjesse
8 - Asteroid

Hello all,

 

I'm trying to send multiple PDFs to different people. I basically have a file with name and other data points, and I want to send a standard PDF to each person with their name and other data inserted into the PDF dynamically. I have about 30 people so I would send out 30 PDFs.

 

I searched on the community but could not find the solution yet, or it's above my skillset at this point (I'm a rookie). I just basically need some sort of loop to create the 30 PDFs and insert their name, market, etc. into each PDF. I tried with the reporting tool and it worked for the first one, so just need it to loop now.

 

I attached a screenshot since the data is sensitive. Please let me know if this will suffice. And thanks in advance. This community is very helpful.

 

Capture.JPG

12 REPLIES 12
vrodage
6 - Meteoroid

Please find attached sample workflows and sample source data.

vrodage
6 - Meteoroid

hi Neil

is there any clue on why iteration is not working on the workflow?

vrodage
6 - Meteoroid

RESOLVED

 

I used Iterative Macro instead of batch macro to generate PDF report for each record in the source data.

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