I have added Aspose.PDF plugin to convert the Word to PDF printables. I have generated the 'Client ID' and 'Client Secret' as suggested in the guide.
Where do I key in these Client ID and Client Secret in System Settings? I am getting this notification - 'Please fill in the system settings for converting files to PDF'
Log in to Creatio, go to 'System Designer' → 'System settings' section, find and fill out the respective system settings. Log out and log back in to apply the changes.
'Save Printable' (keep in mind that we tried with a script first but we switched to this for ease of use)
Whenever we trigger our business process manually, the pdf gets created automatically. Whenever the BP gets triggered by the portal, the attachment doesn't get converted. We still use the same BP with the same values.
We call the invoice through API and set it to "Complete". As soon as this happens, we trigger the following flow which is the subprocess: https://prnt.sc/zz2uut
Here we have the "save printable" block.
Everything works except when the status is set to complete through the portal API.
Regarding the second issue, we need you to run a check-up and get back to us with the results.
Please set the printables generation to .docx printables in the subprocess in the 'Save printable' element. Run the business process and tell us if a .docx printable is successfully generated when the BP is triggered by the portal.
If we set the processs to docx, everything works. Right now, when we change the generated pdf (through portal) file to ".docx", we can open it in word.
Did you read the Installation > Guides and manualsRead Manuals on the marketplace page?
1. Register at Aspose.PDF service (https://products.aspose.cloud/pdf/net), add an application (My Apps> Add an App), get access keys (Client Secret, Client ID).
2. Fill in the system settings "Aspose API Access Key" (= Client Secret) and "Aspose Security Identifier (App SID)" (= Client ID) with the data from item 1, respectively. Logout and login to the Creatio app again.
3. Go to System Designer > Lookups > the ‘Printables’ lookup, select the printable, and open the printable setup page, select the ‘Convert to PDF’ checkbox and save changes. Note that the ‘Convert to PDF’ checkbox is available only on the printable setup page in the new UI.
4. The add-on shows an error message if a printable conversion fails on the Aspose side (Aspose service is unavailable, service access is not paid, etc.). Detailed error description is available in the browser console.
You can find an example of the Aspose API library call from Creatio in the 'AsposeCloud' package. Additional information on Aspose API SDK is available here - https://products.aspose.cloud/pdf/net.
The responsible team checked that the Aspose connector uses Aspose.Words.Cloud.Sdk.dll, which does not include the method that you need. You can find the description of the .Pages.Add() method that you need here: https://docs.aspose.com/pdf/net/merge-pdf-documents. Please install the required library and follow the Aspose official guidelines.
We have asked the team about possible development assistance, unfortunately, they cannot assist.
It's very strange I have an active user, but I can't find the link to the dashboard where I see the log requests.
Can you share it with me?
By the way, the last time I checked (When I opened this discussion) I didn't see the request from creatio where at the beginning, i.e. directly after the installation I did.
Ps:
- I still have a free acount there.
- The only thing that have changed is the creatio release.
Here is the dashboard link: https://dashboard.aspose.cloud/billing/api-usage/. If you find no requests here, please double-check if the values in the corresponding system settings are correct and have a look if there are any errors in the console when generating PDF printables. If there are, please send us the error details.
Unfortunately, this marketplace feature is available only via subscriptions. This tool is the only one that can provide PDF export without any development required.
The second option that we can recommend is setting up Fast Reports. Please navigate by this link below. In addition, please note that setting up Fast Reports requires minimum development skills.
"Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused."
Do you have an ETA for this? is it still in the development pipeline?
Please be advised that starting from version 7.14.2, the ability to download printable forms in PDF format has been excluded from Creatio.
Please note that customers who are upgrading from previous versions of Creatio which had Aspose components in their system available will have the print to PDF feature working as before.
Our R&D team is informed on this case and they are doing their best to ensure that the upload forms in PDF format will be present in future releases.
I am sorry to say, but I have no possible ETA on this feature being implemented in future updates.
As a workaround, for those users, who need the information from the forms un-editable for other users upon download, I may recommend a printable Word template with limited access using a password to perform changes to the file.
This will ensure that no one would be able to change the Word file without knowing the password.
Thanks for the reply and the sugestion on the word with password workaround but unfortunately it does not help a lot.
The expectation from our customers is to have this "basic" feature on the core of the product and not throw some paid add-on.
And our expectation, taking in to consideration that there thread going back one year ago that this is in the development pipeline, is that this feature would be available by now.
So please, I have to insist, what is the expectation for this feature to be implemented? We really need a concrete answer.
Thank you for your sincere concerns regarding this matter!
Please note that Creatio had to remove the 'generate to PDF' feature from the platform as the Aspose library is provided only via subscriptions.
I have contacted our Product Owner questioning the implementation`s ETA of this feature.
Please be informed that this process is of great concern on our end and it is currently in development. I would be able to provide the exact ETA in several weeks.
I am not certain but there was an update from Creatio last year that removed the PDF function from Printables. Already existing Printables were still able to be converted to PDF, but new printables would not be able to. I am not sure if the Marketplace addon uses a distinct function to convert to PDF or uses what Creatio was using. I have used this element before and it worked but the Printable object may have been created before the Creatio patch that changed this function.
I am not certain but there was an update from Creatio last year that removed the PDF function from Printables. Already existing Printables were still able to be converted to PDF, but new printables would not be able to. I am not sure if the Marketplace addon uses a distinct function to convert to PDF or uses what Creatio was using. I have used this element before and it worked but the Printable object may have been created before the Creatio patch that changed this function.
Any alternative to convert the word document to PDF or any fix to use the "Save Printable" business process element only for the conversion for the latest Creatio version?
Is there any way for creating a PDF from a printable? I need something to perform the function since it was pulled from the out of the box features for bpm'onine. Any help would be greatly appreciated.
Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.
Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.
Unfortuantely there is no update regarding PDF-convertation in Word Printables, but the functionality of PDF-convertation is available in Fast Reports new feature added in 7.15.3 version. You can read more about it here.
"Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused."?
Is there any update in the latest version 7.18.1, still we don't have the option to "Convert to PDF" OOB in the printable section. Is there any alternative other than using Fast Reports?
Luis Tinoco Azevedo, Use protected Word files (.docx) in the meantime. It's better than .pdfs in my opinion. But yes. I know, many customers like .pdfs since they're familiar
Creation has moved to freedom version and still we don't have the option to "Convert to PDF" OOB in the printable section. Is there any alternative other than using Fast Reports? And the previous "Save Printable" business process element also doesn't seem to work for the latest version and document saves as Word doc. ?
Creatio proimise here it was working on it to get it available again, see the comment of @Oleg Drobinaon oct 2019 in this post: "
Hello Kevin,
Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.
Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.
PDF exports + also the ability to schedule emails reports with attached excel & pdf (not Word), in an easy way for end users (not with business process, which is already advanced for most business users) , helps are clients to respond to their management's requests.
Today these features that exist in most of the other tools are inexistent as OOTB features (not an addon or with code) .... which should nowadays be a hygiene factor.
Good day. I have a big task, and the last part is sending the document through a web service.
Generally speaking, I need to send not only a document, but an array of objects, among which there are documents. Documents will be in PDF format.
As I could see, the "Content type" field is protected from changes and is always JSON.
Is there any simple (or at least some) way to accomplish the task sent to me?
I have an example of performing this task in Java and there the document is loaded into the stream and then passed as an attribute ContentReference, but I do not understand how to implement this in bpm'online ..
It's hard to understand where you want to send the document from. From bpm'online to a third party, or vise versa. If it's from bpm'online please do that via c# in a Script task in a business process. If it's vise versa, please use the same web service that we call when we add a new file to a "File" detail. Please use Fiddler in order to find the service name.
I mean, the Server.MapPath method is used in this example, but I cannot do this. I only know that this document should be on the "Attachments and notes" tab in Contact. Is there a way to get a link to the desired document (by name, etc.) Or use the MapPath function?
I am also trying to figure out how to attach more data than just a file, because the file is just one of them. The following is the complete structure:
If you have any suggestions or tips, please, help me.
Please note that all documents are saved in the database in the appropriate table. For example, documents from the “Attachments and notes” tab from the Contact section are saved in the “ContactFile” table and have the object name “Contact attachment”. Therefore, it’s possible to read it like ordinary data from the database.
Please note that the column with data of the document has name “Data” and type “varbinary(max)”. In order to read data from the database please use “Read data” element of business process or use ESQ in the code of the Script task element.
Please find more detail instructions about reading and using data in the Script task element from the link below:
