Mail Merge Reports

by Izertis

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.

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#3893 - pulling info from related fields

Closed General Question created by adamklein 6 years ago

Hi, I'm trying to create a document that pulls the contact information for the contacts listed in this module: https://www.evernote.com/l/AAJ1FHXWuJFOO6QOZJAa-yWilrfEy97ksM8

When I generate the document no information is pulled. Here is the template:

> [a;block=w:body] > Offers > > Mentor Coach CONCAT : [a.mentor_coach_concat_c]
> Mentor Coach(Multiple) : [a.mentor_coach_c]
> Mentor Coach(Multiple) - Email Address (Contacts) : [a.mentor_coach_c@@email1]
> Mentor Coach(Multiple) - First Name (Contacts) : [a.mentor_coach_c@@first_name]
> Mentor Coach(Multiple) - Last Name (Contacts) : [a.mentor_coach_c@@last_name]
>

Here are the results:

> Offers > > Mentor Coach CONCAT : Fabian Di Felice, Marina Illich
> Mentor Coach(Multiple) :
> Mentor Coach(Multiple) - Email Address (Contacts) :
> Mentor Coach(Multiple) - First Name (Contacts) :
> Mentor Coach(Multiple) - Last Name (Contacts) :

Please help. Thanks, Adam

  1. dharma member avatar

    Izertis Provider

    6 years ago

    Hi,

    It seems that in that module there can be multiple Contacts (not just one). To list them you have to declare an additional block. Check the example template provided with the component "Opportunities.docx" (which is also installed in the crm when installing the component). In this template you can see how to list the Contacts of an Opportunity.

    In the header of the template declare a new block (in your case you have to look for the name of the correct relationship with Contacts): [a;block=w:body;sub1=accounts;sub2=contacts;sub3=meetings] Then create a table, and in the first cell create the block, declaring what repetition it will have (in this example it is repeated for each line of the table): [a_sub2;block=w:tr][a_sub2.full_name]

    • adamklein member avatar

      adamklein

      6 years ago

      Thanks, I still need some help.

      I am receiving these errors:

      TinyButStrong Error for merging the automatic sub-block [a_sub1]: key 'co_Courses' is not found in record #1 of block [a]. This key can become optional if you designate it with parenthesis in the main block, i.e.: sub1=(co_Courses)

      TinyButStrong Error for merging the automatic sub-block [a_sub2]: key 'contacts' is not found in record #1 of block [a]. This key can become optional if you designate it with parenthesis in the main block, i.e.: sub2=(contacts)

      TinyButStrong Error Show() Method: The output is cancelled by the OpenTBS plugin because at least one error has occured.

      Here is my document (I based it off the opportunities.docx):

      [a;block=w:body;sub1=co_Courses;sub2=contacts] [a.cf_current_weekday], [a.cf_current_date_inWords]

      Offer (more info)

      Name [a_sub1;block=w:tbl+w:p][a_sub1.course_abbreviation_c] Type [a_sub1.course_id_c] Office Phone
      Email Address Billing Postal Code
      Billing Country
      Billing City

      Contacts

      Name Email Office Phone City [a_sub2;block=w:tr][a_sub2.full_name] [a_sub2.email1]

      Here is the relationship I see between offers and contacts: https://www.evernote.com/l/AAK2xS6LM9VHo4lnODG9WGWKUJLwio-sG9E

      Is there anyway to get live help?

  2. adamklein member avatar

    adamklein

    6 years ago

    I tried updating the document to:

    [a;block=w:body;sub1= contacts] Contacts

    Name Email Office Phone City [a_sub1;block=w:tr][a_sub1.full_name] [a_sub1.email1]

    And received this error:

    TinyButStrong Error for merging the automatic sub-block [a_sub1]: key 'contacts' is not found in record #1 of block [a]. This key can become optional if you designate it with parenthesis in the main block, i.e.: sub1=(contacts)

    TinyButStrong Error Show() Method: The output is cancelled by the OpenTBS plugin because at least one error has occured.

    I could really use some help. Can we setup a Skype call?

  3. adamklein member avatar

    adamklein

    5 years ago

    I could really use some help with this!

    • dharma member avatar

      Izertis Provider

      5 years ago

      Hi,

      It seems that the Pod Mentor (Multiple) and Mentor Coach (Multiple) fields use some kind of customization to be able to appear as a single field (but multi-input) in the EditView. Are you using any component or special code for it? SugarCRM does not allow this type of data entry.

      For example, the Pod Mentor field, according to the image you sent, is of the relate type, so it is not possible for it to appear as a multiple field in EditView. On the other hand, in the initial image you sent, there is a "CONCAT" field that chains the names of each of the Contacts in EditView for that field.

      If there is some kind of customization for that field, being a special field, MMR will not be able to visualize it. You will need some code and use calculated fields in MMR to represent them. If you need it, look in the documentation about this type of code, and you also have examples in the file "custom/modules/Opportunities/DHA_DocumentTemplatesCalculatedFields.php".

      If this is not so, send us a screenshot of the definition of that field in the Studio, and the relationship created for that field, also from the Studio.

      Regards

  4. adamklein member avatar

    adamklein

    5 years ago

    Is there a way to hire you to look into this and fix it?

    • dharma member avatar

      Izertis Provider

      5 years ago

      Please write to us at soportedesarrollo@izertis.com, indicating this issue number, and we will continue to contact you by email.

      Regards

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