Adaptive Card Button that Creates PDF Profile?

Amanda Mogridge

I took the Power Automate Accelerator course at BBCON and swear I saw an add-in or button on a record in the examples to create a PDF of a constituent record profile but I cannot find anything about it anywhere. Has anyone built anything like this and willing to share?

Alex Wong

@Amanda Mogridge
not sure what you may have saw or learn in BBCON class, @Erik Leaver maybe able to help.

If you want to create your own, it isn't too difficult:

• determine if you want “selectable” option for the profile or profile is same format and no need user input (i.e. profile with or without gift, event, opportunity, etc option)
  • if need user input, button to submit and then do something, you can try using the AIAC (All-Inclusive Adaptive Card) template
    https://community.blackbaud.com/forums/viewtopic/586/69847
  • if you don't need user input, just create a “action” button on constituent page, no need adaptive card
• create a word document template that is the format of how you want the profile to look like
• when called to action (either adaptive card button clicked with user input and action button):
  • gather info
  • populate word template
  • convert word to pdf
  • optionally email yourselves first to review and approve
  • send profile
    • if sending to donor, you can directly use constituent primary email
    • if sending to someone else (i.e. fundraiser) you can get fundraiser's primary email or you can use AIAC's input for email for you to enter an email to send the profile.

Another method you can try is to use a full page adaptive card addin (never tried before myself, but think you should be able to do it), and define how you want the profile to look directly through adaptive card, and use your browser's “print to pdf” function