Dear,
In Creatio CRM version 8.3.4, when sales representatives send a quote to clients, the quote is attached as a PDF.
However, the link is not clickable, and the sales reps cannot preview the quote. I tried adding the "Attachment" component to the email's "General Info" tab, but the file list is empty, so that must not be the right component.
How can I add an element that displays the order file?
In the timeline, we can click on the file link to open it:
I can find the file with the email id and SQL:
I can see the order file with the object "ActivityFile" but we can not download it or get a preview.
This problem is very troublesome for our users.
Thank you !
Nicolas
Like
ok i finaly found, on the attachment object, i had to configure the File save location and set to Activity File
Hi LÉZORAY Nicolas,
May I ask what are you using to generate the PDF?
thanks,
Luis
Luis Tinoco Azevedo,
Hello Luis,
We use Creatio native service: Terrasoft.Configuration.ReportService.ReportService
The process calls GenerateMSWordReport() with the print template ID and the ID of the relevant record. Creatio first generates the document from the Word template via IReportGenerator.
When the ConvertToPdf parameter is enabled, the result is then converted to PDF by the IPdfConverter component, retrieved as follows:
ClassFactory.TryGet("PdfConverter", out pdfConverter); result.Data = pdfConverter.Convert(result.Data);
The generated content is returned as a byte array in report.Data. We then save this data to:
- ActivityFile, to attach the PDF to the email;
- OrderFile, to also save the PDF in the order files.
We therefore do not use an external PDF library in the process; instead, we rely on the Word report generator and the PDF converter provided and stored within Creatio.
Surprising,
the convert to pdf wasn't working for years.
I didn't know it was back
Great news, I'll give it a test, thanks!
Luis Tinoco Azevedo,
Oh? We've been using that since 2019...
Let me know if you need more informations
Luis Tinoco Azevedo,
I believe older systems still have it where it existed originally - I don't believe it was removed from those systems that had it. For new systems, it's just not included.
Thanks Ryan Farley,
That might be it, we also have a couple of old customers were it still works.