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.
#3135 - Action required
Hi,
I am using SuiteCRM Version 7.8.2.
1 / On Action on Menu Generate doesn't show up on opportunity detail view actions for instance. Meaning that we only can use Generate from the list. Could you please investigate ?
2 / When generating a file is it poossible that the file is using the naming convention of the corresponding object; example Opportunity use opportunity name to name the generated file ?
3 / when generating several objects like more than 2 oppportunity is it possible to create a file for each object rather having everything on the same file ?
Thanks for your quick turn around,
Kind Regards, Alexandre
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- raskew
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- federicoalejomarco
7 years ago
Hi,
Could you please come back to me as soon as possible on my requests ??
Many thanks in advance,
KR, Alexandre
7 years ago
Hi,
is it possible to get a feeback from your company ????
Many thanks
7 years ago
Hi Alexandre,
Sorry for the delay, we have a lot of work these days.
About first question, sorry, this is not avalaible at the moment, as we explain in the MMR Readme file (section SugarCRM 7 Notes).
About the 2 and 3 question, it is not possible to do this with MMR right now. You would have to implement new code to generate the files as you need (see GenerateDocument_Sugar7 function into Generate_Document.php code).
We could study those functionalities, not now, next month and to offer you a solution under proposal if you are interested.
Regards,
Anabel
7 years ago
Hi Alexandre,
Abour first question, sorry, we didn't realize that you are using SuiteCRM and not SUGAR. We tested MMR with SuiteCRM 7.8.0 and that funcionality was available.... we will test with SuiteCRM 7.8.2 next month.... We will inform you
Regards,
Anabel
7 years ago
Hi Alexandre,
MMR 2.5.9 has been tested with SuiteCRM 7.8.3, and we have not encountered any problems in the detailview of the records, both to display the list of available templates and to generate the document. Please check the possible javascript errors given by the browser when opening the detailview window. If the installation is in Linux, it is possible that the error is due to lack of permissions on the installed MMR files (this is a particular issue of each installation).
Regards,
Anabel