Hi,
Context : on the Account page I have:
- A detail “Buildings” (object: UsrBuilding) linked to Account via the lookup UsrBuildingToAcc.
- Inside Buildings, there is another detail “Apartments” (object: UsrApartments) linked to Building via the lookup UsrApartmentToBuil .
Need :
-
I need to generate a printable for the Account that contains the Apartments grouped by Building, similar to what is shown in the screenshot.
If someone has idea about this issue, please let me know.
Thanks in advance.
Like
Greetings,
Thank you for your question.
Unfortunately, this is not possible by default. On my side, I have added your case to the task for our development team to increase its priority.
However, perhaps you could find some suitable additions for your business task. For example:
https://marketplace.creatio.com/app/excel-reports-builder-creatio
+1 For more advanced functionalities using printables. Useful to have reports with text (not just Excel). but also for offers, etc... Example being able to add images on your opportunity which are then added to the template offer (construction designs for example).