Printables allow us to show list of things in tables. Is it possible to have instead of a table a comma separated list though?

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It's possible to generate via advanced c# development. You'll need to override all printable generators and embed your custom generator.

Eugene Podkovka,

Thank you.

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Is it possible to put some field in a document conditionally? For example, if some object has Paid flag set to true, we want to put payment amount but if not, then we want to put string Not paid.

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If I make a printable template that uses a date field, the date gets formatted in US fashion. The same happens with numbers (dot is the decimal separator, not comma). Is it possible to set up the culture for generated documents explicitly?

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Dear Carlos,

Yes, it is possible to adjust the way data in macros is displayed. You can find examples here:

https://academy.bpmonline.com/documents/technic-sdk/7-11/basic-macros-m…

Oliver

Oliver,

Thank you very much, it makes document generating easier. What about decimal separator though? Is it possible to choose between dot and comma?

Carlos Zaldivar Batista,

Unfortunately, it isn't possible at the moment.

Oliver

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dear my friend

i had some question

can i Sort or Order Print List button? on i advance setting can't find for setting that

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Dear Chairul,

In the current system version there is no option to sort the printables. Our R&D team is already aware of the request to allow the option and they are considering the possibility to include to improvement in one of the further system releases. 

Lisa

thx for respone lisa,

can i custom by script? because I also want to control the list of documents for each role or group

Chairul Anwar

Hello,

There is PrintReportUtilities mixin that is responsible for the printables functionality. The printable form is generated within initCardPrintForms and initSectionPrintForms methods. The click event is taken care of by generateCardPrintForm and generateSectionPrintForm methods.

To alter the logic of standard printables you need to override all these methods and add your custom filtration to them. 

Alternatively, you can develop your own 'Print' button that will call the web-service directly. The example of such functionality can be found in generatePrintForm method of  PrintReportUtilities (NUI) schema.

 

Lisa

Lisa Brown,

thanks lisa. for advice. i can order list on print button. with order some

EntitySchemaQuery on PrintReportUtilities. one more to go for make some role function can print document.

 

chairul

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I would like to print a document which would include data from two entities: A and B. They are not connected directly though, instead there's an entity C that has lookups to both A and B. Just choosing C as the base entity for printable is probably not possible, because there may be many this kind of many-to-many relationships between A and other entities. Is it possible to create a printable document that includes data from A and those other entities?

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Dear Carlos,

In case you create a printable in C object, you can create two tables from A and B to get the info connected to the entity C. Please try to create such printables. I recommend you to test it. In case the tables are not connected at all, you won't be able to get the info from B to the printable based on A.

Best regards,

Lily Johnson

Lily Johnson,

I don't think just creating a printable for C solves the problem, because there are more than one of this type of relationships between A and other entities. Let's say I have entity C with lookups to A and B and also entity Y with lookups to A and X. How can connect in a printable entities A, B, X?

Dear Carlos,

Unfortunately, you won't be able to get the info in such a way if the entities are not connected directly. 

Best regards,

Lily

Lily Johnson,

Ok, thanks for the info.

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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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Hi!

How are you?

I hope you can help me!

I have an Employee printable and I added some related tables, among them, Employee's career, where the IsCurrent field is Boolean, and the same in the report is shown with the value "True" or "False", there is a way to show "Yes" or "No" instead of "True" or "False"?

King Regards,

 

Ezequiel

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Hi!

How are you?

I hope you can help me!

How can I add the Employee image to my printable template? I add the "Photo" field of the Contact associated to Employee to template but it show an Guid instead of the Photo.

Thank you!

Regards,

Ezequiel

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Dear Ezequiel,

To get the picture of the contact, please check the screenshots below:

 Then within the contact object, please find photo and choose the image:

Within the printable template it Word it will look in such a way:

Best regards,

Lily

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Hi all,

Is anyone printing direct from a contact record (for example) to a label printer?
We use dymo label printers with our current CRM (ACT!) and would need to print individual labels fairly easily to our existing printers.
I presume we could set a small process or similar to take the appropriate fields and direct the to the printer?

Any help appreciated - Roland

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Hello,

Unfortunately this task cannot be accomplished with the help of business process.

In order to achieve this goal the great amount of work with printer integration on developers side should be done. The task is difficult and time consuming.

It is still better to use printables for this issue.

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Hi Guys,

I have list of products connected to opportunty. Am trying to print individual product in opportunity even if the opportunity has more than one product connected. I only want to print one using printable template. Any idea on how to get this done.

Thanks

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Dear Adebola,

If you look at basic 'Opportunity summary' template you will see that a table is created in word and only then «Product in Opportunity.Product» coulmn is added. This way all connected products will be displayed. 

If you delete the table in word and just add «Product in Opportunity.Product» coulmn, only one product will be displayed. 

Best regards,

Diana

Thanks Diana, let me explian what i was trying to get. In opportunity we have products in differentlocations (e.g location 1, location 2, location 1, location 1). I want to be able to print all products in location 1 separately from location 2. Hope to hear from you soon.

 

thanks

 

 

Try to create views based on the opportunity product object with filtration for separate locations. Then use the views in printables as a table part. This way you'll be able to display only products from location 1 in one printable and only products from location 2 in another printable. 

thanks Mark

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