Hi everyone,

When generating a printable report instead of generating reports for all records related to a particular contact, I want to generate reports for selected records only. How can I do this?

Thanks in advance.

Is it possible to use a Microsoft Office word macro in the template of a MS-word printable?

The matter is: A word template is to be filled with data from Creatio. In the exported document, additionally, at another position in the document, a function is to be provided via a word macro.

The word macro can be added to the template. But when the report is exported, the Word macro is missing.

Hi community!

have some questions about printables.

I have specified conditions for filtering record for printable. Until I select any record printable is inactive (unable to select it from PRINT list). Does it work only that way? Is it possible to make it active without selecting records as I have filtering conditions.

One more question. When I select several records and choose my printable I receive as many files as records selected. Is it possible to have only one file instead of several?

Hello Creatio community,



We're trying to hide/show items in print section button based on specific conditions. The filter works fine in section page and edit page but it doesn't work when we try to open the edit page from the section page.



When we try to open the edit page from the section list the filter that we have made in both section and page doesn't apply and all the items in print button are displayed. Examples below.

1. Print button in section list

2. Print button when we open edit page (from reload)

3. Print button when edit page is open from application section list

Application page:

        preparePrintFormsMenuCollection: function (printForms) {
                this.callParent(arguments);
                printForms.eachKey(function (key, item) {
                    if(key =="ebd9e198-9d05-21b7-6d30-4f79eb6cf2ea")
                    {
                        item.set("Visible", true);
                    }
                    else{
                        item.set("Visible", false);
                    }
                }, this);
            },

Application section:

            isSectionPrintFormEnabled: function(reportId) {
                if (!this.isAnySelected()) {
                    return false;
                }
                if (this.isSingleSelected() && !this.get("SelectAllMode")) {
                    var applicationId = this.$ActiveRow;
                    if(reportId == "ebd9e198-9d05-21b7-6d30-4f79eb6cf2ea"){
                        return true;
                    }
                    return false;
                } else {
                    const reportCollection = this.get(this.moduleSectionPrintFormsCollectionName);
                    const report = reportCollection.get(reportId);
                    return (report && report.get("PrintFormType") !== Terrasoft.ConfigurationEnums.ReportType.Word) || !this.get("SelectAllMode");
                }
            }, 

The function "preparePrintFormsMenuCollection" is called every time the application page is opened. When the application page is opened from the section list (combined mode) the print button is not reloaded and keeps the older values.



How can we reload the items of the print button when the edit page is opened from section page?



Regards,

Lirzae

Hello Everyone,

I have a requirement to send a printable report in email. i have used "Printable attachments for Creatio | Creatio Marketplace " this Marketplace application of attaching printable reports but this is not work can anyone advice why?

Also, how to send this attached Printable in Email.

Hello community,

I have an opportunity section with a lookup field called OpportunityType. I also have a lookup field called Printable in the same section, which the user will use to tag the opportunity record to a particular printable. 

The use case here is that since we have many printables, we would like to filter the printable based on OpportunityType. I am assuming we need to replace the Printable object, add a new lookup column referencing the OpportunityType Lookup. We want this field OpportunityType to be visible on the UI where Printables are configured (Please see below image).

Please advise.

Hi

I have a working Printable which prints my quotes. However, the formatting of the numbers is not in thousand separators, so I therefore updated the Word mergefield values, but when outputting from Creatio, I get no merge values populated.This is what I have done so far:

1. Created a new version of the Word doc template
2. Toggled the field codes to display the full merge values
3. Changed a field which has a large multi thousand number from the following (note: how I have removed \*MERGEFORMAT):
   1. {MERGEFIELD "Opportunity product.Total, amount" \*MERGEFORMAT }
      
      to
   2. {MERGEFIELD "Opportunity product.Total, amount" \# #,##0.00 }
4. Uploaded to replace the working Printable
5. Generated the quote

In the resulting word doc, the values for this field are missing.

I have also tried the following variations, with none working:

{MERGEFIELD "Opportunity product.Total, amount" \# "#,##0.00" }

{MERGEFIELD Opportunity product.Total, amount \# #,##0.00 }

Either I am missing something obvious or Creatio does not like this format override.

Any help is greatly appreciated.

thanks

Hi,

I have installed the BPM'online word plugin and the tab appears in word application, but on connect the printable appears empty and the printable items don't appear, also any fake data in username and pwd are accepted 

I have a printable which is no longer needed. What option do I have to prevent displaying this printable in the object list of Print button? How can this printable be disabled?

Hello,

i created a business process that uses the addOn “Save printable' process element”.

After selecting a contact person and the printable, the word-report should be generated and automatically attached to the order.



On my local instance everything is working fine and the printable is generated and attached to the order.

But after transferring the package to another instance i get this error:

An error occurred while applying the value of the parameter "PrintableId" of the business process element:

    Unable to compute expression "[#[IsOwnerSchema:false].[IsSchema:false].[Element:{a9befd22-f3f3-40a2-919e-46e06dc16789}].[Parameter:{cf7d4c69-06f2-47d6-b0d3-209ddb1cf073}]#]", error: Formula value error: Expression expected (at index 0).

I checked all the settings and it seems there is no difference between my local and the target instance.