by synolia

Create personalized MS Office or Open Office letters and documents from any Sugar module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more!

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#2932 - SugarCRM CE 6.5.15

Closed Bug? created by Alex 2 years ago

Hi,

I cannot see the option to generate a doc

  • having exported link from CRM to word
  • created a template
  • created in SUgar a document linked to contact module
  • cannot see the option to run the macro to generate doc using contact information

Thanks for you quick help on that

Kind regards,
Alex

  1. synolia member avatar

    synolia Provider Affiliate

    2 years ago

    Hi Alex,

    Thanks to contacting us about your purchase.

    Did you follow all steps mentioned in the documentation (http://static.synolia.com/sugarmodules/SynoGenerateDoc/SYNOLIA_SugarCRM_Module_SynoGenerateDoc_FR_V1.8.pdf) for the installation and all to add a new template ?

    You may try to:
    - perform a quick repair and rebuild
    - refresh your cash browser
    - check that a document template has been setup for a module (like Contact) in the Document section
    - check that a new button appears on the left side of the Contact record view

    Best regards,
    Synolia Support

  2. afedoroff member avatar

    Alex

    2 years ago

    Hello,

    Yes indeed.
    Followed the steps describre above using the opportunities menu (as for instance the example) and the contact menu, and the button or additionnal function in the Edit Menu doesn' show up and the right boutton doesn't show up either.

    What can I do ?

    Thanks

    PS: below printed screen

    printscreen_doc setup with opportunities.jpg

  3. afedoroff member avatar

    Alex

    2 years ago

    I have refresh the parameters and I can see all the options. Could you please send me a template to run the batch and to see how to set it up ?

    thanks Kind Regards

  4. afedoroff member avatar

    Alex

    2 years ago

    Additionnaly, please see enclosed a recap of all the field I am using.
    Only 1 of them is working : contacts.full_name when a document is directly linked to contact module.
    When document is linked to opportunities or accounts, none of them is working.

    Could you please investigate and come back to me.

    Thanks,
    Alex

    Here is my example of document linked to opportunities module.

    [accounts.name;block=w:tr]
    [accounts.billing_address_city]
    [accounts.billing_address_postalcode]
    [accounts.billing_address_street]
    [accounts.shipping_address_street]
    [accounts.shipping_address_postalcode]
    [accounts.shipping_address_city]

    [opportunities.name]
    [opportunities.type_opportunite_c]
    [opportunities.ouvrage_c]
    [opportunities.type_opportunite_c]
    [opportunities.prix_facture_c]
    [opportunities.date_de_fin_c]
    [opportunities.volume_c]
    [opportunities.date_d'accord]
    [opportunities.bag_pass_trad_c]
    [opportunities.bag_cur_eu_c]
    [opportunities.bag_eb_pass_c]
    [opportunities.bag_materiel_c]
    [opportunities.emplacement_c]
    [opportunities.typologie_c]
    [opportunities.consommation_conditionnemet_c]
    [opportunities.typologie_c]
    [opportunities.unite_c]
    [opportunities.nb_re_c]
    [opportunities.frequence_facturation_c]
    [opportunities.description]
    [opportunities.date_debut_c]
    [opportunities.date_de_resiliation_c]
    [opportunities.date_de_fin_c]
    [opportunities.bag_eb_duree_c]
    [opportunities.bag_cur_eu_c]

    [contacts.full_name;block=w:tr]
    [contacts.accounts.name]
    [contacts.title]
    [contacts.accounts_name]

  5. synolia member avatar

    synolia Provider Affiliate

    2 years ago

    Hello,

    You can find a special document in the Documentation page. This is called the "var extractor" and the link is here . Use this as a template for a document to extract all variables available for a module. Once the document is setup for a module, simply go and use the template and all the variables will be available in the generated document. Other template exemples are available in the documentation page.

    Kind regards,
    Synolia Support

  6. afedoroff member avatar

    Alex

    2 years ago

    Hi,

    The document you sent is called Informational Document and doesn't show how to extract all variables....

    Look is really painfull to use this module due to lack of information. I I cannot understand how works your apps I will ask for a 500$ refund...

    I have been using MS Word pluggin so I am kind of used to working with dynamic links... This doesn't work when is should be simple to build on your side a word doc that show how to populate native links...

    I will appreciate your quick help plse ..

    Kind Regards
    Alex

  7. synolia member avatar

    synolia Provider Affiliate

    2 years ago

    Hello,

    With the module is easy to generate documents and spreadsheets. But is quite difficult to create the templates required to do this. As stated in the previous reply, use the "Var Extractor" document as a template. To do this follow these steps:

    1. Log into Sugar
    2. Go to the admin page and activate the modules where you wish to generate documents (exemple Accounts)
    3. Create a Sugar Document
    4. Upload the "Var Extractor" file as the document template
    5. Define the module (exemple Accounts)
    6. Select all links from the multi-select list that appeared next to the module field.
    7. Go to a record (any of them, it does not matter) of your module (exemple Accounts) in Detail view
    8. Generate and download the Var Extractor file

    The downloaded file will display all the variables available to be used in your templates for that module. If you change the main module, your variables will change as well.
    These variables can be used in any Office documents like .docx, .xlsx, etc.

    VERY IMPORTANT NOTE: When creating template files be sure to disable all "help" features from Office like grammar or spelling as these features will change ( and break) the variables and they will not be properly interpreted.

    It is very important to read the documentation for this module as is not easy to setup. Once setup it is a powerful tool in generating documents.

    If you have any questions, don't hesitate to contact us.

    Kind regards,
    Synolia Support

  8. afedoroff member avatar

    Alex

    2 years ago

    Could you please send me the VAR EXTRACOR file ????????????????????????????????????????????????????????????

  9. synolia member avatar

    synolia Provider Affiliate

    2 years ago

    Hello,

    As stated before the "Var extractor" file is here : http://static.synolia.com/sugarmodules/SynoGenerateDoc/template_extract_vars_en.docx or with the LINK

    Kind regards,
    Synolia Support

  10. afedoroff member avatar

    Alex

    2 years ago

    case closed

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