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Generate Report ​

Renders a Handlebars HTML template populated with workflow data into a PDF file saved to disk.

Purpose ​

Use this task when a workflow needs to produce a formatted PDF document — such as a monthly summary, inspection report, or data export — from a reusable HTML template. The template is downloaded from the MinuteView server at runtime, fields and tables are injected using Handlebars syntax, and the composed HTML is rendered to PDF with configurable page size, orientation, and margins. If no output path is specified, the file is saved automatically to the workflow working folder with a timestamp in the name.

Inputs ​

FieldTypeRequiredDescription
Template FileFile UploadYesServer path to the HTML template file. The template uses Handlebars syntax for field bindings and table injection markers.
Report Data (JSON)Multi-line TextYesJSON string containing the data to populate the template. Must include a Fields object with named field values, a Tables array, and optionally an ImagesBase64 object with base64-encoded images keyed by placeholder name.
Output File PathTextNoFull path where the generated PDF should be saved, including filename and .pdf extension. If left empty, a path is generated automatically in the workflow working folder.
PDF Options (JSON)Multi-line TextNoJSON object controlling page layout. Supported keys: PageSize, Orientation, and a Margins object with Top, Right, Bottom, and Left values in millimetres. If omitted, defaults are used.

Outputs ​

NameDescription
OutputFilePathAbsolute file path where the generated PDF was saved.
FileSizeBytesSize of the generated PDF in bytes.
WarningsArray of validation warning messages when the data partially matches the template. Only present when warnings occurred.

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