Mail Merge Reports

Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.

Includes a 30 day guarantee

Try it Now

By clicking you consent to share your profile with the developer

#1992 - A couple of questions

Closed General Question created by office3 8 years ago

Hi,

we are very happy with your module, but still have some little( hopefully) questions for you:

I need to create a template with a fixed layout, so that each page that will be generated has got the result of the variable on the exakt same position. The template contains just text with several new lines and several paragraphs. I tried to put everything in a tablerow and make this row exakt 1 page big, but there has to be a better solution (please). If you have an example, that would be great!
In Sugar we use a custom module "Events" which has a subpanel "delegates". One Event has many delegates. I created a template to generate a document for this. But I need to have the possibilty to generate this document with just 1 selected of the delegate instead of all of them.
I need to generate the document from question no.2 from the module delegates. Is it possible to generate the document from an other module maybe via an URL?

Many thanks in Advance Marcel

Izertis Provider
8 years ago

Hi Marcel,

Sorry for the delay. We are looking at your questions right now.

Regards,

Anabel

reply
Izertis Provider
8 years ago
Hi Marcel,

About your questions:
1. Sorry, we don't understand clearly what you need. Please , could you send us the template showing what you want?
2. You can download a example template from the next wetransfer link: http://we.tl/ctTHxNzJ6A Review the line: "Contact : [a_sub3;block=w:p;when [a_sub3.#]=1][a_sub3.name]" in that template
3. Yes, it is posible. You have to add a bottom that generates a url like the next url: http://www.mysugarcrmsite.com/index.php?module=DHA_PlantillasDocumentos&action=generatedocument&moduloplantilladocumento=Accounts&mode=selected&uid=86b014f5-8bec-b178-ce4d-54d58f4fd552&enPDF=false&plantilladocumento_id=3c5b268e-e970-fc12-0fb9-52cdf7682ed7
The url's parameters would be:

• moduloplantilladocumento : name of the template's module • uid : record id • enPDF (true/false) • plantilladocumento_id : template id

Regards,

Anabel
reply
office3
7 years ago

Thanks for your help. The missing answer for No.1 was already found by ourself. Thanks again and sorry for delay!

reply