I'm currently working on generating a printable report formatted as a table. I've successfully linked the detailed information to the main object report. However, I have a couple of questions:
Do I need to use out-of-the-box columns to retrieve data, or can the report just include custom fields?
Most of my custom fields populate correctly, but I'm encountering an issue with the 'Supplier' column, which is a lookup linked to the Account section. I've verified the database to confirm the data is correct, so I'm puzzled about the problem here.
I'm including images of the report setup and output, along with the data that should appear in the printable version.
The main object in the report is "Purchase Approvals," and the supplier location can be either Local or Foreign.
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Below is what the output should be like in the supplier name
1. You can add any column to the report, both OOTB and custom.
2.1. We recommend that you try to re-add the table to the report and check the behavior again, perhaps the problem is in the incorrectly displayed table.
2.2 Check that there are no columns with the same titles in the table you are displaying, you may be displaying different columns.
If the problem is still present, we recommend contacting technical support, support@creatio.com.
I am installing the Creatio Ms-word Plug-in. the creatio bpm tab will be visible on my MS Word. now my problem is when I try to connect the plug-in it will show a 'connection error' but I will provide the correct user name and Password.
Perhaps you are using incorrect login credentials for the Word plugin. Try using these credentials to perform a standard login on the website you specified in the plugin (screenshot attached).
I need to do a custom button implementation, which will download the grid from the detail with all the data that is in the grid, like the similar function of the "PRINT" button.
Please feel to explore the printables in the below thread.
It is explained for Portal users and in the same way, functionality has to be implemented in your custom section (Please be informed to debug the modules explained in the article and use it accordingly for your functionality).
As for now there is no option to change the file name dynamically or assign some particular name. We have this task registered in our backlog and waiting for this option to be available in future application versions.
I will assign your case to this project in order to increase its priority.
I was implementing a print report on a section. Now, I want to download the report in (ColumnName).docx in which ColumnName varies for each record based on the data stored in that column. By default, it is giving the same name as the printable name for all the records. Please help
As for now there is no option to change the file name dynamically or assign some particular name. We have this task registered in our backlog and waiting for this option to be available in future application versions.
I will assign your case to this project in order to increase its priority.
I now how to customize the name saving in entityFile table but is it the way to change dynamically name of word document downloaded from the print button
I have a requirement to get data of details attached with a record into fast report designer to generate PDF.
we referred academy but data only from the section was fetched can some please help me to achieve this functionality any other workaround will appreciated.
I've attached the example of provider schema as a .md file as well as the raw text file with code and report template. In the example the report takes ContactAnniversary detail in Contacts. Here is the report setup:
Hi Oscar, I cannot import the md file, I'm getting an error regarding the package: "Unable to save changes for item "Custom". It is either created by third-party publisher or installed from the file archive", how can I import it?
