Can someone help me with the save printable please i'm having real difficulty getting it working?

I can't even figure what the trigger should be.

 

Please help!!

 

What I would like is the Printable Saved to the Opportunity record with a defined name.

I would like the name to be a combination of the Opportunity name and the Account name.

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I have this error.. any ideas? 

Could not load type 'Terrasoft.Core.Process.Configuration.GlbPrintableSaverUserTask' from assembly 'Terrasoft.Configuration, Version=7.18.4.1532, Culture=neutral, PublicKeyToken=null'.

Nicola Wall,

 

Could you please try generating source code and compiling the system?

 

Best regards,

Max.

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Hi Community,

On my application I've used the Aspose.PDF connector plugin for Creatio! Then, I created a new printable and set the "Convert to PDF" property true, as you can see in the image below.

 

 

After that, I create a new process in which I am using the plugin process element (Save printable) and in that element I set the parameter "Conver to PDF" to true but the attachment is always saved as a .docx file, regardless of setting of the parameter "Convert to PDF" be true or false.

 

Can you help me solving this issue and explain me why the document saved in the attachments is always in .docx format?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hi Pedro,

 

I apologize for the delay. The [Save printable] element was developed when both .docx and .pdf formats were available out-of-the-box. As such, the "Convert to PDF" parameter is not compatible with the Aspose connector for Creatio. The team in charge does not plan to update this feature in the add-on.

 

However, note that Creatio released the [Process file] business process element to generate custom MS Word or Fast Report reports in version 7.17.2.

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Hello colleagues,

 

Somebody using this app? 

 

First of all understand if it works with FastReport printables, ad if the case:

 

Could you share, please some tips to populate the parameters? With the documentation provide I have doubt's and, of course, getting errors using it on those parameters specifically:

 

  • In the case of FastReport, "Convert to PDF" which value must have?
  • "File object" is an input parameter or here I get the Id of created attachment? If not which "File object" Id must I provide here?
  • "Master Column name" is a text, any text? Which is the purpose of this parameter?
  • "Master column value", I understand is the Id of the record where we want to attach the report on File & Links, for example to an Email, ActivityId?
  • "Record ID for printable" in the case of an Account printable (for example), the Id of the account from which we need the report?

Thank you very much for your help

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Hi Julio,

 

 

This app only supports .docx printables, therefore the 'Convert to PDF' parameter must always be 'False'.

 

Here is how the correctly set up element should look like:

No description available.

 

 

Thank you for your questions. We will mention that the app only supports .docx printables in its description.

Thanks Ivan, the image looks broken, could you upload again, please?

Ivan Leontiev,

Is also there any way to a new release that consider FastReport reports?

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