Hello,
I have a Request page in Creatio with an Activities tab containing multiple checkbox fields. The user can select one or more activities by checking the relevant checkboxes.
I want to generate a report that displays only the activities selected by the user, rather than showing all available activity fields.
For example, if the user selects:
- Recreational Diving
- Underwater Photography
- Snorkeling
The generated report should display only these selected activities.
Additionally, the report is currently downloaded in Word format (.docx). Is there a way to generate or download the report directly in PDF format instead of Word?
Could you please advise on the best approach to achieve both requirements in Creatio Freedom UI?
Thank you in advance for your support.
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Greetings,
You can filter the records displayed in the printable form by configuring table filters for the generated tables.
This allows the report to display only the records that match the specified filtering conditions. For example, if a user selects specific field values and the configured filter conditions are met, only those records will be included in the printable form, while all other records will be omitted.
Regarding direct PDF generation, you can use the Aspose.PDF Connector for Creatio. This application enables you to generate PDF files directly from Word printable forms by using the Aspose.PDF service.
The application is free and can be installed from the Creatio Marketplace:
https://marketplace.creatio.com/app/asposepdf-connector-creatio
I hope this helps.
Have a nice day!