Hello Community,

We are looking to implement functionality that allows printing of only the selected records from a detail list on a list page. All the selected records should be consolidated into a single document, rather than generating multiple documents for each selected record.

 

Any guidance or best practices on how to achieve this would be greatly appreciated.

 

Thank you!

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Hello,
 

Unfortunately, the functionality you mentioned with the button is not being implemented. 

Printed forms work so that they print the information contained in a single record of a section. One section record equals one report. If the task is to include information about multiple records in one report, it is better to create a separate section for this purpose, where you can add fields and details that will reference specific records via reverse relationships. This way, you can include data from multiple records in the report.
 

Printable forms are generated as one document per section record. If you want to implement your own logic for working with printed forms using development tools, you can look into the client schema "PrintReportUtilities," which interacts with "ReportService" on the server side.
 

It would be best if you implemented something similar to ReportService.

Hello,
 

Unfortunately, the functionality you mentioned with the button is not being implemented. 

Printed forms work so that they print the information contained in a single record of a section. One section record equals one report. If the task is to include information about multiple records in one report, it is better to create a separate section for this purpose, where you can add fields and details that will reference specific records via reverse relationships. This way, you can include data from multiple records in the report.
 

Printable forms are generated as one document per section record. If you want to implement your own logic for working with printed forms using development tools, you can look into the client schema "PrintReportUtilities," which interacts with "ReportService" on the server side.
 

It would be best if you implemented something similar to ReportService.

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Hi Community,

Im trying to download the Notes of a Classic Ui Section, to a Word printable.

The end result in the Word printable is together with the Html Tags. How can we fix this?

Sasori

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Dear Sasori,

 

As of now, it's not possible to correctly display the field with HTML formatting in the printable.  


We registered a query for our R&D team and await a fix in the upcoming versions. 

 

As a workaround suggestion, you can replace the Notes field with a simple text field. I understand that it's missing the format settings and cannot be applied to tables, but it should work for a sentence or two simple comments. 

 

Thank you for making Creatio better!

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В настройках MS Word репорта должен использовать локализацию не смотря на язык системы, возможно ли это ?
 

Например сейчас есть такое макрос
 

Id[#SalesUp|FinAppBorrower#]
 

Она меняется если язык системы поменялось.

Как можно указать в макросе  чтобы использовалось локализацию на английском только?

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Здравствуйте,

 

К сожалению, в приложении нет возможности отображать значения полей в отчете на языке, отличном от текущей локализации пользователя, а так же делать отчеты на разных языках (чтобы можно было выбрать язык значений полей, отображаемые в отчете (независимо от локализации) во время создания отчета).

Все значения в отчете будут отображаться на языке текущего пользователя.
Чтобы значения печатались на английском или другом языке, необходимо сделать соответствующие переводы в системе и изменить локализацию пользователя на английский или другой язык соответственно. Затем значения будут подтянуты в отчет на выбранном языке.

 

Распечатать сам отчет или значения в нем на языке, который не установлен для текущего пользователя, пока невозможно.

 

При этом задача по добавлению этого функционала уже передана ответственной команде. 

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Hello, 
Our CRM system langauges are English and Russian. 
I need to add MS Report in Russian with custom macros settings. If user changes language to English, report should use Russian Localization. 

For example 
Id[#SalesUp|FinAppBorrowerAddress#] this is my macros settings. 

How can I achieve it ? 

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Hello, 
 
Thank you for your question. In order to implement your business task, you need to perform the following steps: 

  

1. You need to implement source code of a macros, you can find out how to do it in more detail in the following article: 

 

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/ms-word/examples/create-ms-word-report-custom-macros 

  

2. In the source code of this macros, you need to implement the following changes, which will receive a localized value from database: 
 
var sysCulture = new SysCulture(_userConnection); 

                if (!sysCulture.FetchPrimaryInfoFromDB("Name", "ru-RU")) 

                { 

                    return "No culture found"; 

                } 

                Guid russianCultureId = sysCulture.Id; 

                esq.SetLocalizationCultureId(russianCultureId); 

... 

if (entities.Count > 0) 

                { 

                    Entity entity = entities[0]; 

                    var type = entity.GetTypedColumnValue<string>(columnType); 

                    return type; 

                } 

                return String.Empty; 
 
 
 
You can learn more about how to work with localized values in the article: 
 
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/back-end-development/localizable-resources/operations-with-localizable-resources/examples/retrieve-localizable-resources-from-the-database 

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Hi Community!

Our customer is generating documents in their old CRM system in an interactive way.
This means they can merge the data from the CRM with the report template into a Word document, then edit that document in Word and save the final result to CRM as PDF.
 

As far as I know, this is not possible in Creatio 8, but is very important for the customer!

Is there any way to achieve this goal? I searched the marketplace but haven't found a proper solution.

 

Thanks,

Robert

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Hello,

Unfortunately, there is no such option at the moment. 

However, we understand that this is not ideal for your specific needs.

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.

Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
However, we understand that this is not ideal for your specific needs.

 

Halyna Parkhomenko writes:

Hello,

Unfortunately, there is no such option at the moment. 

However, we understand that this is not ideal for your specific needs.

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.

Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
However, we understand that this is not ideal for your specific needs.

 

Thanks for the info! Is there an ETA on when the feature might be available? Also something like "not in the next x versions" would already be of help!

 

Thanks,

Robert

Robert Pordes,

 

Unfortunately, there is no ETA at the moment, but we have increased the priority of this implementation with your case.

 

Have a great day!

 

Best,

Alina

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When working with the Creatio plug-in for MS Word, you may encounter the error "Unexpected character encountered while parsing value: <. Path", line 0, position 0." when selecting a template for further customization.

This issue arises due to login problems to your Creatio environment.

Possibly, the problem lies in the fact that the password for the user you are connecting with has expired. To confirm, simply log in as this user in the Creatio application using direct credentials.

If the password has indeed expired, you will see the following message:


and after simply changing the password, the functionality of the Creatio plug-in for MS Word will be available to you again.

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Anurag Singh,

Hello!

Could you please specify if the user can successfully log in to Creatio using the same credentials?

Thank you in advance!

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So i was using MS Word plugin some time and it worked perfectly. 

One day i tried clicking Connect inside Word and i had this error message :



'.', hexadecimal value 0x00, is an invalid character. Line 1,position 1.



Tried updating Net, uninstalling and installing older/newer version of MS word plugin. Nothing helped. 



Any ideas? 



Thanks!

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Hello!



I'd suggest to approach the support team via support@creatio.com to have a closer look at the error.

It is hard to determine the root cause without having the access to the Word plugin itself. 

 

Thank you,

Kate

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Hello,

I try to create Word report and add information about currency to the table header

And in some reports everything is Ok, but in some (with more columns or any other conditions) only one row with table details is displayed after some master data is added to the column header.

I cannot find any reason and have no ideas why in some reports it works and in some - doesn't

 

Thanks for your hints!

Vladimir

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Hi,

 

it seems that you are trying to add the macro straight from the table column. In this case, such scenario should be changed.

 

Please, make sure you added the column to the "Set up report data" section in your Report template in Creatio before you add this column to the report template in Word, then in Word you will have to find this columns in the list and drag it to the field where you need it.

 

For example, if now the macro looks something like "Object1.Column1.Currency", then you need to go to your Report in Creatio and add the column in such way:

 

- Set up report data -> "+"

- Object1 -> "+"

- In the second field you need to find your Column1

- In the last window you should have a list from the Column1 and there you should be able to find your Currency column.

 

In this case, it should work fine.

 

Regards,

Gleb.

Thank you for your replay.

 

Yes, we have created VIEW and added this object as report table.

And if report is based on Order, a lot of Order's calculated fields are taken from VIEW.

 

When we add 'Currency' field to the 'report data', it realy works - thank you.

But we also have some fields, that are calculated in VIEW, so they cannot be added to the 'report data', only to 'report table'. As I understand, they cannot be used in other table header?

And only option is to add new field to Order object, calculate and store this value in the object?

 

Kind regards,

Vladimir

Vladimir Sokolov,

 

if the field is calculated in View, it cannot be added to the header, I'm afraid.

 

However, you can try to add another field to your object and simply populate it with the value from the second field. In this case, it should work fine.

 

Regards,

Gleb.

Gleb,

Thank you!



Would be nice to have Word reports based not only on Section, but on any other objects, also objects on View

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In the word report that I have created I want to use the characters  « someWords here... ». By default creatio uses these characters to indicate a field name but in my case I have to use these characters on my document as normal characters.

I am using a formula in MS word that makes a sentence appear in my word report only if a specific field is not equal to 0

  • Here is the place I have written the formula that contains special characters (which are not indicating any field name)

 

  • The formula I used: 

Contract Clauses No[#AddTextIfNotEqual|0;words... « someWords here between these chars...  » words again... :#]

 

  • The result I get when report is printed:

words… \« someWords here between the special chars \» words again

 

As you can see Creatio reads these chars (« ») as special chars and adds slashes (\) before them. All I want to do is make these chars appear without the slashes before them.

 

Thanks in advance :)

 

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Hello,

As for now, unfortunately, there is no possibility to use word formulas in compose with printables and our R&D team has a problem regarding this functionality and we hope that it will be updated in one of future versions of the application. 

 

As for now you can try using this marketplace application that can fit your needs https://marketplace.bpmonline.com/app/excel-reports-builder-bpmonline.

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I am creating a report in creatio using MSWord plugin.

The report contains a main table that is connected to a detail (ParentTable).

Inside the row of ParentTable i have placed another table with specific filters (ChildTable1).

 

Example:

------------------------------

Row 1 - Text 1

      - Child Table 1 content

------------------------------

Row 2 - Text 2

      - Child Table 2 content

------------------------------

Row 3 - Text 3

      - Child Table 3 content

 

I have checked "Hide the table if it contains no data" for the child table.

When i try to download the report the whole table is hided because one of the ChildTables inside one row had no data.

Does Creatio Word Plugin offer this fetaure (To add report tables inside report tables)? 

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Hello,



I have discussed your case with the responsible R&D team. Unfortunately, as of now, there is no possibility to implement your business task and we do have the correspondent problem registered on our side. The R&D team is currently working on implementing this new functionality in one of the future releases of the application.



Thank you for helping us to make our application better.

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