Create a QR compliance record by generating a PDF
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Trigger get-or-create through the supported PDF close hook.
Where to goAdmin Area → Sales → Open supported document → View or download PDF
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide helps you do
Trigger get-or-create through the supported PDF close hook. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Enable compliance and the relevant document QR setting.
- Go to an invoice, payment, credit note, estimate or proposal.
- Generate its PDF.
- Go to QR Compliance Records and locate the new pending record.
Fields and options
Action scopeTrigger get-or-create through the supported PDF close hook.
Module version2.1.0
NavigationAdmin Area → Sales → Open supported document → View or download PDF
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Generating the PDF is the creation trigger; there is no separate Create Record form.
- The unique document-type/document-ID rule reuses an existing record.
Check it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
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