Hello, Community!
We are facing a challenge in a project where we need to generate a dynamic printable, meaning a document with a fixed number of pages (e.g., 5), but each page displays the description of a specific product.
The client wants to allow users to select which product descriptions should be visible in the generated printable. Has anyone encountered a similar scenario? Is there a native solution in Creatio or a way to achieve this using macros?
Any tips or suggestions would be greatly appreciated!
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Hello, thank you for your question. Unfortunately, it is not possible to print reports based on multiple records selected by the user.
However, as a workaround for your business problem, you can try implementing the following option:
1. Create another "Print" boolean column for your Products
2. Display it in the list
3. Before printing, users can check the boxes for which records they want to print
4. Apply filtration for the table configured in the report setup. This allows you to customize the data that appears in the printable report according to specific criteria
For more detailed instructions on setting up reports please refer to the following link:
https://academy.creatio.com/docs/8.x/no-code-customization/8.0/customization-tools/print-ready-reports/add-a-new-ms-word-report-in-creatio#:~:text=If%20necessary%2C%20go,Customer%E2%80%9D%20(Fig.%C2%A06
I also recommend building some kind of business process into this logic that will clear this checkbox to the false state if there are too many products in the list and it is important for users to clear all the checkboxes.
Hello,
The first part of generating a printable for several records has already been implemented as follows:
1. In the Proposals object, we create a column that defines the visibility and order in the printable. Example “Proposal option:” = “A”; “B” “C”.
2. The user defines the option for each proposal record.
3. At the opportunity level we have a “Generate Visual Proposal” button which generates a printable with the proposal products for each of the options.
As per the answer above, we did step 4 by defining a filter for each proposal option.
However, this development only meets part of the need. In addition to the tables that are visible, they also wanted to have control over the pages that appear in the printable. This printable displays general information and images about the products and they don't always want these pages to be visible.
Unfortunately there is no setting that can control the number of pages.
As a workaround:
1. If it is a table, then choose "Hide the table if it contains no data"
2. Or create several reports with different numbers of pages so that users can choose.