[PRC] LREC-007 | Schedule ticket export as PDF => Save it in Dropbox

1 Overview

This scheduled recipe exports tickets as PDF and saves them in a Dropbox folder. It's ideal for teams using Dropbox for reporting or record keeping.

2 Access & Prerequisites

Make sure:

• You have connected PlanRadar and Dropbox

• Report templates are configured

• Dropbox folder exists and is accessible
  

  

3 Use the Recipe from the Library

• Open the Connect Library

• Find [PRC] LREC-007 | Schedule ticket export as PDF ⇒ Save it in Dropbox

• Use the recipe and assign to a workspace
  

  

4 Configure the Recipe

• Edit the report and upload steps

• Specify project, template, and Dropbox path

• In step 6, fill in the email address which is supposed to receive notification in case of an error.

• Normally, next step would be to test your recipe in testing mode. However, the Step 3 which handles ticket exporting is a ‘long action’, this means it cannot be tested in test mode. Instead, Save the recipe and exit the editing mode.

• Then press Start Recipe. When the recipe runs, you will see if there are any errors. To speed this up, set the Schedule step to trigger in next 5 minutes.

• Finish with Start recipe again to keep it running
  

  

  
  
  

  

5 What Happens Next

Each scheduled run creates and uploads a PDF report to Dropbox.

6 Further Exploration

Explore Dropbox workflows in PlanRadar Connect resources.