Hello Community,

 

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:

  1. Do I need to use out-of-the-box columns to retrieve data, or can  the report just include custom fields?
  2. 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.

 

.

 

Below is what the output should be like in the supplier name 

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Hi,
 

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 hope this helps to solve the problem.

Best regards,
Pavlo!

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Report does not generate:
Ideas missing expenses data

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Here is a sucessfull report launch result:

As this shows, the field COmment and Expenses amount is showing a "Null" result.

Have to start over again, any modifications to the original report makes the latest version STOP. It will not RUN.

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Question

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.

 

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Hi,

 

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).

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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.

 

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Hi Gabriel Cassimiro,



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).



https://community.creatio.com/articles/how-show-printables-print-button-printables-portal-user

 

 

BR,

Bhoobalan Palanivelu.

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Hi community,

I made one printable on contact section for downloading the Contact's reports.

I am able to select the single or multiple contact and  to download  reports on single  click.

But I want that the  file name should be the Contact's full name

So please help me to implement this solution 

 

Thanks in advanced

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Hello, 

 

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.

Best regards,

Anastasiia

Migel Stoddard,

 

At this moment, the functionality is not available yet. As I can see the idea was accepted, but the development process haven't started.

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Hi Team,

 

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

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Hello, 

 

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.

Best regards,

Anastasiia

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Hi;

I generate printables for some entities

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



Regards



Tomek

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Hello Tomasz,

There is a marketplace add-on that does this if you're interested. See https://marketplace.creatio.com/app/custom-names-reports-creatio

Ryan

Ryan Farley,

Thank You

Hi Ryan,

 

The link you've provided seems to be unavailable. Could you please help in generating a customized name for printable.

 

Best Regards,

Sarika

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Hi Team,

 

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.

https://academy.creatio.com/documents/technic-sdk/7-15/setting-reports-…

 

Above article that I used to achieve this funtionality

 

Thank you

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Hello,

 

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:

 

http://ftp.creatio.com/support/downloads/SR-0937017/Files.rar

{
    "ProviderName": "ContactAnniversariesReportDataProvider",
    "Schemas": {
        "Contact": {
            "Id": {
                "DataValueType": 0
            },
            "Name": {
                "DataValueType": 1
            },
            "Phone": {
                "DataValueType": 1
            },
            "HomePhone": {
                "DataValueType": 1
            },
            "MobilePhone": {
                "DataValueType": 1
            },
            "OwnerName": {
                "DataValueType": 1
            }
        },
        "ContactAnniversary": {
            "ContactId": {
                "DataValueType": 10,
                "ReferenceSchemaName": "Contact",
                "ReferenceColumnName": "Id"
            },
            "TypeName": {
                "DataValueType": 1
            },
            "Date": {
                "DataValueType": 8
            }
        }
    }
}

 

Best regards,

Oscar

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?

Julio.Falcon_Nodos,

Hello,

 

It's because starting from 7.16.1 this schema was added out-of-the-box and can be found in the "FastReport" package:

So that's why there is no need to add this schema to the system anymore.

 

Best regards,

Oscar

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