I need to set the background colour of a cell depending on its value.

I tried with a macro but the printable file becomes a "docm" file and Creatio only accepts "docx" files so it seems we cannot use macros in the printable files: is there some ways to embed and use MS-Word macros in Creatio printables?

Is it possible to bind formatting of a cell to a value coming from Creatio (for example the background colour of the cell could be a field coming from Creatio) ?

 

Like 1

Like

1 comments

Dear Massimiliano,

 

Thank you for your question!

 

We have double-checked this information with our developers and received an answer that currently, this functionality is absent in Creatio.

 

Nevertheless, we have created an improvement ticket in regards to this question.

 

Thank you!

 

Regards,

 

Danyil

 

Show all comments

Hello collegues,

 

I saw the process have an script to generate a MSWord Printable, I need to get one to generate a FastReport printable, somebody can help?

 

The code in this case to MSWord printable is 

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), ObjectId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("labQuoteFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("labQuoteId", QuoteId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", FileName);
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
return true;

Thanks in advance

Like 0

Like

1 comments

Hello Julio,

 

I've noticed that you've already found the solution to this question in terms of this community post. Please specify if additional help is needed in this thread.

 

Thank you!

 

Best regards,

Oscar

Show all comments

Hi,

I've installed aspose pdf connector and it worked just fine :)

I managed to create pdf printables.

A few days ago it stopped working and the printables are not being created in pdf but only in docx.

The only thing that was changed is the the application was upgraded to 7.17.

I would love having some advice.

Thanks,

Raz

Like 0

Like

8 comments

Hi Raz,

 

Please specify your current Creatio version: is it 7.17.0 or 7.17.1?

It will enable us to identify the reason for your issue.

 

Thank you

Svetlana Kobizka,

7.17.1

 

Thank you

Hi Raz,

 

Could you please check the below points and let us know about the results:

 

1. Make sure the 'Convert to PDF' checkbox is not cleared for the selected printables in the 'Printables' lookup.

2. Open the Aspose personal page and make sure the corresponding conversion requests from Creatio for the relevant period are available.

 

Thank you for your feedback!

Checked

 

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.

Hi Raz,

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.

What do you mean by "errors in the console"?

Hi Raz,

 

We are referring to error messages in the browser console. Here is an example screenshot:

 

No description available.

 

The error (not relevant to the Aspose connector) is in red.

 

Try generating a printable with the browser console open. Should any error messages appear, please send them to us.

Show all comments

Hello, Community 



We have requirement to generate Report in pdf format.

I have searched also connect with the Creatio support team. And I found Marketplace Application as link below.

https://marketplace.creatio.com/app/asposepdf-connector-creatio 

 

But unfortunately to use this on  big scale we need to buy Subscription.

 

So I want to know there is any other way to achieve our goal? Like development or creating custom script to generate to convert Docx to PDF.



If there is please do let me know.

Like 2

Like

7 comments

Hello Meet!

 

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.

 

https://academy.creatio.com/documents/technic-sdk/7-15/setting-reports-…

 

Hope this helps!

 

Thank you! 

Hi Danyil,

 

Please don't take this the wrong way, but this is clearly one of the few features that Creatio has "desaccelareted".

 

There was relatively simple way to implement this with the "convert to PDF" option.

 

We have won projects were we assumed that this feature would be available and after several requests from many users it is still not implemented.

 

Fast reports has a really long learning curve and the effort cannot be compared to the simple convert to pdf feature that was available before.

 

 There is still and open answer from Oscar Feb 2020 on this thread:

https://community.creatio.com/questions/convert-pdf

 

"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?

 

Thanks

Luis

Since 2019 this feature was removed from Creatio. It is an urgent MUST HAVE!

Hello Luis Tinoco Azevedo,

 

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.



I hope this helps!

Thank you for your questions, 

Have a great day!

Hi Danyil,

 

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.

 

Thanks,

Luis

Luis Tinoco Azevedo,

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.



Thank you for your comprehension!

Hope you have a great day!

Danyil

Thanks for the feedback and for checking, I'll be looking forward to hearing some positive news from your side.

 

Cheers,

Luis

Show all comments

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

Like 2

Like

8 comments

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

Show all comments

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

Like 0

Like

2 comments

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

Reid Burger,

Okay, thank you.

Show all comments

Hello,

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.

Like 0

Like

22 comments

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.

Best regards,

Oscar

Are there any updates on the PDF-printables?

Julius,

 

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.

 

Best regards,

Oscar

Hi Oscar,

 

Please add this feature quickly.

We have new projects and we can't explain how sucha a basic functionality is not availabe.

And to develop Fast Reports is not the same as a simple Printable.

 

Regards,

Luis

This was a handy feature. Fast Reports are not easy to build.

KrishnaPrasad,

I agree.  There is nothing FAST about Fast Reports.

This feature is really difficult to implement> I cannot make changes in each and every line if there is any new fields need to be added to printable. 

fast Report - Convert into the pdf is not working for me.

 

 

can you provide any other alternative way.

Any feedback on this Oscar:

"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."?

Thks

Luis

Hi Team,

 

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?

 

I would like to know if there is a way to force the convertion to PDF in the last versions

Hi Creatio,



2 years into this request, any news regarding this point?

I (and many others in this thread, it seems to be the most popular request in the community) are waiting for a long time for this.

Fast Reports is really a lot of work to setup and to maintain/ introduce minor changes.

Hopefully it is one of the surprise features of the freedom release.

 

Thanks,

Luis

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

Hi Team,

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. ?

Julius,

How do we use protected word files in this case?

Can you please describe the steps in detail?

How to use it in Creatio printables?

Hi Team,

We keep struggling with our customer for an option to convert printables to PDF. Will it ever be possible, as it was in the past? 

 

 

Julius,

Can you please detail?

Hello, some news regarding to generate PDF reports in Creatio, from 2019 we are waiting to can create pdf reports again, some news is this

on the R&D backlog?

Hello,

 

This functionality is implemented in one of the apps in the Creatio Marketplace: Aspose.PDF connector for Creatio

Serhii Parfentiev,

Not usefull, before 2019 is was available free, aspose connector requires pay a license/service :-(

 

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.

Best regards,"

Serhii Parfentiev,

This answer is not acceptable. It's not a nice to have. Is something every small app contains. As Creatio use too... come on... 5 years???

Yep, time to get this back, and soon.



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.

Show all comments

Hi,

I am trying to generate a printables of case section.

In the cases section, the Notes field is displaying in the HTML formate as you can see in the attachment. 

We would like to display it in a simple text format. 

Any help on this matter is appreciated thanks!

File attachments
Like 0

Like

3 comments

Hello Apurva,

Yes our R&D team is aware of this problem and it is in "Accepted" status. I will also inform them about your community question and ask them to speed up finding solution for this problem. You can workaround this problem by parsing text in notes field and paste this text in a separate "String" data type field and use this string field in your printable.

Thank you for helping us to make our application better!

Best regards,

Oscar

Hi Oscar,



Thank you for your reply.

Created a new "String" datatype field and created business process, will run on update on Notes field.

I am able to copy Notes into the String field but not able to convert HTML into text.

Will you please guide me through how I can parse text from notes HTML in this business process?

Regards,

Apurva Patel.

Apurva Patel,

You need to parse the text from Notes field. Since you are using business process, you can use means of C# language to parse HTML text. You can check the following article:

https://stackoverflow.com/questions/286813/how-do-you-convert-html-to-plain-text

If you are using means of JavaScript you can go for RegEx options to parse into plain text.

Regards,

Anastasia 

Show all comments

I am trying to generate a printable from the opportunity object (which will be a quote) and attach this printable to an email after generating.

 

I am getting stuck on the generate and save printable script task. 

This is the error I am getting

Terrasoft.Common.ItemNotFoundException: Value "Name" was not found.
   at Terrasoft.Core.Entities.EntityColumnValueCollection.GetByName(String name)
   at Terrasoft.Core.Entities.Entity.SetColumnValue(String valueName, Object value)
   at Terrasoft.Core.Process.UsrlabSavePrintableAndEmailQuote1Custom6.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

 

I'm not sure what the issue is. I tried hardcoding the name in the script but that doesn't seem to work either. 

 

My script action that is failing.

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), ObjectId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("Opportunity");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("Id", OpportunityId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", "ExamplePrintable.docx");
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
 
 
return true;

 

Let me know if you need any more information.

Also, any documentation where I can read up on this myself. Like the fileEntity variable, or just how this code works in general.

 

Any help is appreciated thanks!

Like 0

Like

1 comments

Hi Tyler,

Implemented this week a very similiar feature throw a business process.

I reversed engeneered this market place app: https://marketplace.bpmonline.com/template/creating-quotes-opportunities

But I used the user task instead of the script task in the processes as I was getting in trouble passing the process parameters to the script task.

 

Hope it helps,

Luis

Show all comments

Is it possible to generate a list of product in an offer by category and sum the total by category for example in an offer?

 

We have several products and would like to have a table with a service products'list and a total of services. Then a separate table with maintenance products'list that would be a yearly fee and a total of maintenance.

 

Thanks in advance

Like 0

Like

1 comments

Hi,

Such printable can be done. Products can be filtered in table of printables settings and total can be displayed via fields of printable setting. If an object which is used for printables is connected to the services by any field those services can be displayed in printable. 

Best regards,

Angela

Show all comments