1- I have a Database on Make.com with ID’s from 1 to X, each has an array with information.
2- I have a connection with a Document generator called Documentero.
My goal is to have a screen for the user to input the ID, and it will use these fields to populate the Documentero connection and generate my doccument.
My problem is, I don’t know how to make it possible for the user to input the PH, and Documentero always select the first ID of my database.
Feel free to give feedback about changing the ways I am doing things, maybe I am thinking about it the wrong way and you have a better way to populate the template. If you can find a better way to let the user select which ID from the database he wants to populate the Document, I am all ears.
You can use Make as your form generator, basically if you create a scenario that recieves a request it can return an html page with js where you can easily build a form and handle what happens after submission.
That is if you dont want to use a paid form builder but it requires some knowledge.
You could get the input in many ways. You could have them send an email, fill out a cell in a spreadsheet, use a SharePoint site, use a form on your website . . .
If you don’t want to setup extra systems and have your data scattered over several platforms, the best option would be to use the webhook response module to serve a form through Make.
A minor backdraw to keep in mind is that serving the form uses operations.
The form should POST to a webhook (I prefer to use the same scenario to serve empty forms as well as to process forms).
There are several online tools to create HTML page code and HTML form code.
On your Doucmentero screenshot. I do not see where you can enter the PH. Are you using the Documentaro Generate a Document and Send as an Email Attachment module or the Make an API Call Module?
There should be a way to search for the template identifier. Here is that section from the Documentaro API Documentation:
API Request
Once you upload your template you can call our RESTful API with template identifier, apiKey assigned to your account and JSON data for the document. Our Cloud service will generate ready-to-use document in seconds
You can preview sample request for specific template inside the app
API Request properties:
Required:
document - template identifier (each template has a unique identifier)
apiKey - your API secret key that you can find in account settings
data - JSON with data that you want to pass to generate a document
Optional:
format - format of output document “docx” or “pdf” - Default: Inherited from Template Setting
email - email address that generates document is going to be sent as an attachment - Default: Document is not send to any email
emailSubject - You can override the default email subject - Default: New Document - [document name]
emailMessage - You can override the default email message - Default: You will find the attachment below (limited HTML formatting supported)
emailFooter - You can override the default email footer - Default: Powered by Documentero (limited HTML formatting supported)
emailSender - You can override the default email sender - Default: Documentero
