I am trying to open a document in MS Word desktop (like the online version of viewing MS Word can). This is possible by applying a prefix to the document URL on MS Teams. My code in the page already works good:

var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

But using the wordUrl variable on a Webinput field, or even a button.click event doing a window.location.ref always results in Creatio still encoding the Url. Creatio always adds the console message:

Launched external handler for 'ms-word:ofe%7Cu%7Chttps%3A%2F%2Fcompany.sharepoint.com%2F%yadayadayada

where it should be ms-word:ofe|u|https://

Does someone know how to bypass the encoding for a specific handler or for this page?

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Can you share the complete handler code and explain how have you disabled the "To protect you from unsafe content office has blocked opening this file" error message?

Sure, here is the handler. It already opens MS Word, but because of the safe url encoding it won't open the correct document... 

handlers: /**SCHEMA_HANDLERS*/[
            {
                request: "usr.PushButtonRequest",
                /* Implementation of the custom query handler. */
                handler: async (request, next) => {
                    this.console.log("Button Open in MS Word pushed...");
                     var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
                      const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

                    // scenario 1: use window.location.href
                    //window.location.href = wordUrl;

                    // scenario 2: use the online found solutioon to add a link with a click
                    const link = document.createElement('a');
                    link.href = wordUrl;
                    link.target = '_blank';
                    link.rel = 'noopener noreferrer';
                    document.body.appendChild(link);
                    link.click();
                    document.body.removeChild(link);
                    
                    this.console.log("MS Word Url set to: " + wordUrl);
                    /* Call the next handler if it exists and return its result. */
                    return next?.handle(request);
                }
            },
        ]/**SCHEMA_HANDLERS*/,

Bas Kroes,

well I get the same URL in both cases (using a regular text field and the web link input) and in both scenarios I get this popup:

Maybe I am testing in the wrong manner?

Oleg Drobina,

It looks like it is a browser issue. I am using Ms Edge. What are you using?

Bas Kroes,

I am testing in Chrome, but I get the same error in Edge.

That's odd indeed using the same code 🤔

But your url did not get unwanted modified?

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Hello,

 

I am currently generating multiple report templates, some of these templates need to show list components attached to a record. For example, A loan application that has multiple collaterals attached to it or a payment schedule stored in a list component. How do I achieve this?

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Hi there,

 

Does anyone know how to bind custom word reports to a package? The bind data plug-in does not appear in the report setup section.

 

Thanks,

Tom

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Hi,

 

Reports in Creatio are stored in the SysModuleReport and SysModuleReportTable tables, just like other records in the database. 

They can be transferred using Databindings (for more details about this mechanism, please refer to the article - https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/packages/bind-data/bind-data-overview).

 

Please check the necessary bindings.

The print forms are stored in two tables:

 

  • SysModuleReport (Print form of the section);
  • SysModuleReportTable (Table part of the print form).
  •  

Thus, for the correct transfer of the entire print form, it is necessary to perform the bindings of all the specified tables.
When transferring, make sure all print forms' titles are unique.

 

More details about the functionality can be found at the following link:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

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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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