I need to create one printing report for all records in section. I set up word report for this section. I set up button, but it makes separated report for every record.

As result i want to get literaly all records from section in my report. What should I do to get this result: ONE common report with all section records

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Hi,
 

Unfortunately, there is no direct way to perform such printing.

However, you can configure this logic using a workaround.
 

For example, if you want to export all records from the "Invoice" section into a single report, you can follow these steps:


1.Create an "Invoice report" object (optionally, you can create a section for it).

2. In the "Invoice" object, add a lookup column that references "Invoice report" (e.g., UsrInvoiceReport).

3. Create a single record in the "Invoice report" section.

4. Update all Invoice records, setting the UsrInvoiceReport column (from step 2) to the record created in step 3.

5. Create a report based on the "Invoice report" object and add a table section for the "Invoice" object, linking them as follows:
 

Invoice report.Id = Invoice.UsrInvoiceReportId
 

This way, you will generate a report that includes all records from the Invoice table, as they all reference the same record.
 

You can also use this same section for other objects like Document, Order, etc. by repeating steps 2-5.
 

Hope this helps! Take care! 😊

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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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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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Dear team, 

As documentation says that FastReport functionality will be retired in Creatio version 8.0.3, I am wondering if you plan to replace it with other functionality?

 

Looking into documentation, it seems that Word printables does not allow to create a macros to calculate a value straight away, and FastReport does allow to do so.

 

Kind regards, 

Tatiana

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I am also curious if there will be a replacement. 

However, we've been doing some very complicated Word printables using a combination of macros and db views. It's turned out to be pretty powerful. 

You can create custom macros for Word docs. The macros can do queries, calculations, even return conditional text as needed. Here's a very simple example in this article: https://customerfx.com/article/creating-custom-macros-to-format-values-…

That example in the article only takes a value and returns it formatted. However, we typically will pass an Id to the macro, do queries and other complex calculations and return values, text, etc. Note, to do queries in a macro you'll need a UserConnection which you can get from the session:

var userConnection = (UserConnection)System.Web.HttpContext.Current.Session["UserConnection"];

Hope this help, it doesn't answer your original question, but wanted to mention that macros for Word printables is possible and does at least bridge the gap with creating more complex Word reports with FastReports being retired. Also, creating db views and exposing as entities has been very useful for more complex Word reports as well.

Ryan

It would be nice to have normal Report designer/generator, cause not all customers use MS Word in their organizations. 

Vladimir Sokolov,

I do agree. Plus, there are some scenarios where a Word report will just not cut it. I have some customers that are producing government forms which have extremely strict formatting requirements (that are just not possible to recreate as a Word document) or they will be rejected.

I do hope there will be a replacement for FastReports at some point. It's possible to do some complex things with a Word report, but it's still no replacement for a full reporting solution.

Hello Team

 

Any news on FastReport's replacement?

 

I have been using FastReport editions for my opportunities for two years (10 models), my edition models were stable and I had not seen this future deletion pass...



Except that today, I need to create a new model and I can't...

So I'm stuck... But above all, I would like to anticipate the future...

 

Best regards

 

Vincent

Ryan Farley,

Hello Ryan,

the suggested method used for retrieve the user connection doesn't work if the printable is generated inside a business process.

Have you any idea to solve this problem?

 

Stefano Bassoli,

This is true, if the document is created via Process File, and the process is started from a timer, the session is null so the UserConnection cannot be retrieved. It's frustrating, and I do not have a workaround. Would be a good idea to submit a case to support for this so it could be changed to inject a UserConnection into macros.

Ryan Farley,

thank you Ryan,
as a workaround I've created a view which resolves the macro

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Hi,

I am facing this use case to make a certain printable visible only for certain organizational role.

Is this functionality exists out of the box or it needs further java script coding?

 

Thanks

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Hi Kavian,

 

theres something in the market palce we have used and works fine:

 

https://marketplace.creatio.com/app/opportunity-printables-filtering-ro…

 

rgds,

Luis

Luis Tinoco Azevedo,

Thanks, I will check it out

Hello,

 

You can simply activate records permissions for "Printable" object and specify read access rights for printables created by system administrators for each printable record separately. Once you activate records rights for printables you will get SysModuleReportRight table created in the database where you need to modify access rights for printables.

 

Best regards,

Oscar

Oscar Dylan,

 

Hi Oscar, is this valid for all objects? Can the same logic be applied to processes for example?

Cheers,

Luis

Luis Tinoco Azevedo,

Hello Luis,

 

As for business processes, we do not recommend changing access rights that are set by default in "Object permissions" section since processes are supposed to be accessed by all system users meaning that all system users can launch processes based on processes start signals. You can use "Operations permissions" section so to manage access level to business processes execution or management (operation permissions with "

CanManageProcessDesign", "CanRunBusinessProcesses" codes) or modify start signals of processes so to prevent processes execution for records that are not supposed to trigger processes.

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

When you say "modify access rights for printables" do you mean directly via sql or through another way?

 

Thanks,

Raz

Luis Tinoco Azevedo,

Hi, 

I see it is only for opportunities, is there something else for orders?

Oscar Dylan,

Hi, 

what do you mean when you say "modify access rights for printables", Can you give more details?

Thanks

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How to bind a printable to a package? I have binded the object Printable, and I have binded the object Tables of printable, but the printables do not show up on the environment where I try to install this package.

 

Any help is appreciated. 

Thanks

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I have been told that printables must be setup manually and cannot be fully bound. 

Reid Burger,

Okay, thank you.

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Greetings,

This article is about how to add Account logo into printable form.

1.      Create a new Printable

Go to the “System Designer” and open “Lookup” section.

Find Lookup with name “Pintables”

In the Pop-up window click on “New” button and choose “MS Word” option.


Specify name and section. You can use any section which is related to Account.

I used Account section for example.

2.      Add macros

Let’s add Account Name and Account Logo to macros

Click on “Set up list of fields” in the bottom of the screen.


In the pop-up window look at middle column and find “Name” and click on “>” button.


3.      Add Logo macros

Using this way let’s add Account Logo into macros list.

On the left hand column click on “+” near “Account” ad choose “Account Image” object.

In the middle column choose “Image” option and click on “>” button.

Click “OK” on the bottom of the screen.


4.      Use macros in printable designer

Open MS Word doc. Switch to bpm’online tab. Choose our new printable.

Choose Name” and “Image” macros from the right hand side column and place it on the page.

Click on “Save in bpm’online”

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Helpful how to.

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We use different templates of documents to different types of business and services.

And how we can use conditions?

For example:

How we can define that if type of business 'b2b' (at contragents card) then system should print "form №1", else - "form №2"?

Or if type of product "internet" at printable form choose "1 static IP", else "_"?

Thank you, for you support!

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Dear Alexander,

You can make the field visible or hidden if the printable meets some conditions with the help of the development tools only. Please use the following script as an example for further investigation. It hides a form depending on a field value (if it’s less than 350 000 in this case) and you can alter it to reach your aim:

define("OpportunitySectionV2", ["VisaHelper", "LookupUtilities", "BaseFiltersGenerateModule", "css!VisaHelper"], 
function(VisaHelper, LookupUtilities, BaseFiltersGenerateModule) { return { entitySchemaName: "Opportunity", 
attributes: {}, 
methods: { preparePrintFormsMenuCollection: function(printForms) { this.callParent(arguments); printForms.eachKey(function(key, item) { if (item.values.Caption === "Quotation" && this.get(“Amount”)<350000 item.set("Visible", false); } }, this); } }, 
diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/ }; });

Please also note that such idea has been registered for our R&D team to include the functionality in the upcoming releases in the out-of-the-box version.

Best regards,

Lily

Lily Johnson,

Thank you, Lily)

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