Hello.

 

I'm trying to save a pdf file that i get from a service web, the file comes in a base64 string so i use a script to convert it to a pdf and save it in Creatio, I have this code that works fine for the Accounts section but when i want to save the file in  a Custom section, the process send me an error sometimes because it doesnt find the Id other because it says that the duplicate key value violates unique constraint.

 

This is the code that works in the Accounts Section.

 

var base64FileString = Get<string>("Base64File");
var accountId = Get<Guid>("AccountId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName = Get<string>("NameFile"); // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("AccountId", accountId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

 

And this is the code that I want to use in the custom section

 

var base64FileString = Get<string>("Base64File");
var resguardoId = Get<Guid>("ResguardoId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName = Get<string>("NameFile"); // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("SysFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("ResguardoId", resguardoId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

 

 

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4 comments

The SysFile entity doesn't, and won't, have a "ResguardoId" column. It has generic columns so it can work with any entity. Instead of setting ResguardoId, set the following: 

  • RecordId - the Id of the record (the value for ResguardoId)
  • RecordSchemaName - the name of the entity for the RecordId (whatever the entity name is for ResguardoId)

Ryan

Ryan Farley,

 

Thank you 

 

I'm made the change, the process starts without any error but the file is not save it in the record.

 

var base64FileString = Get&lt;string&gt;("Base64File");
var recordId = Get&lt;Guid&gt;("RecordId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName ="New.pdf"; // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("SysFile");
var fileEntity =  entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("RecordId", recordId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

Laura Jurado,

You also need to populate the RecordSchemaName property - refer back to my previous comment.

Ryan

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Hi all,

 

In our project we need to produce with Creatio application some .pdf documents. In order to do this we found a Creatio Application (Aspose.PDF connector). This application is not free of charge.

 

We were wondering if exists an OOTB (free of charge) functionality to produce .pdf documents. We are asking since on our view 'production of .pdf document' must be an OOTB functionality. Moreover it's very hard to convince a customer that this functionality it not free of charge.

 

Best Regards

 

Stefano    

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Hello, 

By default, Creatio provides a plugin to be able to upload only in Word format.
https://academy.creatio.com/docs/8.x/no-code-customization/category/pri…;
https://academy.creatio.com/online-courses/article-courses-18

PDF conversion in printables is available after installing this marketplace app https://marketplace.creatio.com/app/asposepdf-connector-creatio. The first 150 conversions are for free, but other conversions require additional payment (prices are available here https://purchase.aspose.cloud/pricing). 

So for test purposes, you can use the free 150 conversions provided in the app. 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

Best regards,
Ivan

Besides, this aspose means that your document will go through some 3rd-party service, that is not acceptable by many customers security polices.

So, it is extremely necessary to have this functionality inside Creatio system

Vladimir Sokolov,


Yes, the security issue is often brought up by our clients/prospects too !

Damien

This issue has years!

Clearly the less work to customer need ratio in the Creatio dev pipeline

 

I hope this is the time 

 

We've also had problems with the conection with aspose, besides the security issues, actual failures at certain time

 

 

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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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Dear friends and community, 

 

I urge your support and advise to get a way or method to generate PDF from a filled form application. (I am using latest version) 

 

Regards, 

Hisham

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6 comments

+1

Hello,



Maybe you can use Printables and then build a server-side code that will convert the printable word to PDF, you can store the result in an activity for self keeping or etc.



You can use 3rd party DLL to convert the word to PDF.

Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.

 

Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.

 

As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.

 

Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio

 

Best regards,

Yuliya

Hi,

 

It has been years since Creatio removed this feature from OOTB

 

It is the feature that has more requests from partners and is assumed to work from all clients (as all other major platforms have it OOtB)

 

It is very disapointing that it is now not even in the pipeline to have it

somewhere in the future.

 

In this case Creatio is really not listening to the partners and customers

 

Rgds,

Luis

Hi Ahmed, 



For what it's worth, I use Power Automate a lot to handle these kind of functions where Creatio lacks the functionality. You can handle the API response of Power Automate REST Trigger to give you the data back, etc... 



If you are using 365 in your tech stack it, it could be an option. 

 

Harry

Harry,

 Interesting indeed 🧐. Could you make a blog post ? 🙂



@luis --> agree with you, this is such an akward missing feature nowadays.

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Hi Community,

I've a requirement where I've to read data from a PDF uploaded, Can you please let me know how it can be achievablesake

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Hello Kavya,

 

It depends on where exactly you need to read this data. If you need to read it from external API call then you need to use then for example you can use the following link and perform GET request to it:

 

https://CreatioApplicationName.creatio.com/0/rest/FileService/GetFile/149d2eaf-cbd2-49fa-b565-637748ff823c/c628b09b-05db-4ce5-968b-d38f5833978b

 

where

 

CreatioApplicationName should be replaced with your application name;

149d2eaf-cbd2-49fa-b565-637748ff823c should be replaced with the UId of the object where the file is stored (for accounts it's AccountFile and UId for it is 149d2eaf-cbd2-49fa-b565-637748ff823c):

c628b09b-05db-4ce5-968b-d38f5833978b should be replaced with an actual Id of the record inside AccountFile table (in your case - the object where the file is stored).

 

 As a result you will get the file content:

If you need to do it in the business process then you need to take a look at the "Process file" process element which allows working with files. Or you can take a look at the file API that allows files processing though the server logic inside Creatio app.

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Hello,

 

as we use non-standard font for our report, it should be embedded into result pdf-file. FastReport has this option during export to PDF. But how can we achieve the same from Creatio?

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Hi Vladimir!



Fonts should be installed on the IIS side and the template also needs to be set up correctly to make them available.



The following instructions can help you to achieve the result you are looking for:

https://www.fast-report.com/en/blog/show/custom-fonts-online-designer/

Pavlo Sokil,

Thank you, Pavlo!



We have installed fonts on our Dev IIS server and it works.

But when customer has done the same, on their Test server it works, but on Production - not.



Can you give any idea what can be checked more?



Thank you!

Vladimir

Hi Vladimir.



There are several possible reasons why a custom font added to IIS for Fast Reports may work for one site but not for another, even with the same settings. Here are a few possible reasons:

  1. Different versions of IIS: If the two sites you are configuring the custom font for are running on different versions of IIS, this can cause compatibility issues. Therefore, depending on which version of IIS your sites are running on, you should use the corresponding version of the custom font.

  2. Different IIS settings: Another possible issue is different IIS settings on different sites. For example, if one site is working with custom fonts over HTTP, and another is over HTTPS, this can affect how the fonts are displayed on the site.

  3. Different font locations: It's possible that the fonts are not located in the same place on two different servers, and this can cause issues with loading the fonts on one of the sites.

  4. Caching: If the font is added to one site, and then you add it to another, the browser may have a cached copy of the old version of the font. This can cause the font to not change when you switch to the other site.

  5. If this is a self-hosted font, it may be necessary to modify the hosting settings of the font to allow access from other domains (perhaps by adding the instance address of Creatio to the Allowed domains list).

To address these issues, make sure you are using the correct version of the font, check if the settings are the same on both servers, make sure the fonts are located in the same place, and clear the browser cache.

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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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hello,

I have a query that can we generate any pdf in creatio and fill the detain in the pdf using our Custom feilds .

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Hello,



I believe that your business task could be achieved by this add-on.

Bogdan

Will surely look into this 

Thanks

Hi Bogdan

As far as I have explored Aspose.PDF Addon ,we are not able to create Pdf in studio can you provide some steps how to configure this addon in my Application in Sales.

 

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Hello Creatio Community !

I want to convert a Word Document to PDF. How is this done in Creatio?

The "Save Printables" add-on from Marketplace doesnt seem to to fullfill this functionality. Is there any other Way ?

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Hi Petrica,

 

Unfortunately, there is no such functionality for now.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

 

Best regards,

Bogdan

Bogdan,

Thank you Bogdan !

+1 for Priority here as well...

+ 1 priority! 

Is there any news on this topic?

Hello

We have released our Word to PDF converter addon in the marketplace: https://marketplace.creatio.com/app/experceo-word-pdf-converter-creatio

It allows you to convert unlimited Word documents to PDF without an external service.

I hope you find it useful!

Mohamed Ouederni,

Hi, how long does the trial last?

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Hi Community,

I've this situation where I need to add a new tab "Preview" and the main objective is have a iframe with a preview of the documents in the attachments, however we try first implement the logic if was a website, because we think that the article that we found on academy "https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe"partially satisfies what we want to implement;

  1. First, based on the Web field, we were able to do the preview of the website, as you can see on the image below.
  2. Then, we try to call and access to the storage of the pdf that we have on the attachments (image below), but the only link that we have of the pdf is the link/method to download the file, for example: https://..../0/rest/FileService/GetFile/Id.

In this way we want to know if there is any way to acess a link or storage of the file, with objective to implement something like preview of the document with the iframe on the edit page.

Anyone?

 

Best Regards,

Daniel Longo

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Hello Daniel, 



While it is technically possible to open pdf files using iframe tag, it'd require considerable amount of custom development to implement such preview. 

The link you're referring to is the direct link to the attachment file. 



Unfortunately, we don't have examples of such implementation. 

I'll register your idea and it may be implemented in future releases. 

Best regards,

Yurii.

Hello Yurii,

Is there any progress on this implementation?

 

What are the options that FileService gives us beyond the download file link?

Is there any way of call this link and get Data from response?

 

Best Regards,

Igor Matos

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