We have a use case where when a user clicks PRINT and selects a printable, we need to save the Printable in the Attachment detail in the Opportunity record, not download the file.
We have managed to save the Printable docx on a modified Opportunity field, but couldn't work out the code triggered upon clicking a Printable in the PRINT menu.
Can you guide us to where we need to make the change?
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Hello,
You can use this addon to complete your task - https://marketplace.creatio.com/app/printable-attachments-creatio
Best regards,
Yuliya Gritsenko
Yuliya Gritsenko,
Hi Yuliya,
Thank you for the response. Ideally, we do not want the user to go to the record and then to the Attachments tab every time. We want to show that a user can quickly generate a document using a PRINT menu and automatically save it in the Attachments tab if possible.
Isn't there a System Setting where we can select whether to download a printable or save it in the Attachment tab?
Regards,
Ammar
Ammar,
Hello Ammar,
Unfortunately, we do not have ready examples of the implementation of this feature the way you need.
The only difference between the implementation via the addon and the way you ask is that in the addon implementation you will need to go to the Attachments and Notes tab and click the button there.
By the way, it is possible to set up so that the detail is displayed in the first tab.
Best regards,
Yuliya Gritsenko