I would like to have the ability to create a number of different documents (from templates) based on parameters on my “Admin” doc. For example, I would be able to select the ‘employee’ and the ‘doc type’ from select menus, and use those as parameters for my createDoc(employee, docType). This would then create a copy of the template (invoked by docType), customized to the specified employee.
Is this something that anyone has done? I am open to all tips, I’m very much a n00b.
Yes! You absolutely can do it. I’ve done almost the exact same thing and have the pack working for a client.
Unfortunately you won’t be able to do that directly within Coda and with native features itself, you would need to develop a pack for it.
Let me know how else I can help!
Curious Scott, did you use the Coda API in a pack to achieve this?
Yes I did sir!
I’ve built a couple iterations of them for myself and for clients
… Coda Pack, Coda API
Yep, thought so.
I also think this is likely a nice opportunity for a Pack developer to make a universal solution to automated document creation and permission settings. Although @Sarah_Heyborne1 didn’t stipulate this, it would seem that assigning ownership to the target user might also be beneficial, although I have not thought through all of the security aspects of doing that. I don’t think the API supports this, but I haven’t really looked that closely.
This requirement certainly seems worthy -
- Given this doc (or template) ID…
- Build a copy of it…
- Customize it…
- Share it (or grant ownership) to a given user ID.
For a variety of use cases, this would make the life of Makers more automated and allow my laziness to shine through.
Haha challenge accepted - Ill try to take my more private/specific packs and make them available for general use.
There are SOME hiccups . . . But let me look into it
Also happy to make it for you @Sarah_Heyborne1 if you want to chat about that, send me a DM or shoot me a message at email@example.com