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.

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#403 - Name of the generated document - how to set?

Closed General Question created by kir 10 years ago

hi How to set name of the generated file? Let's say name should be generated (calculated) and contain values of the fields from source record...

Izertis Provider

10 years ago

The name is generated from the original uploaded template. Let's say, we upload a template named 'mytemplate.docx', then the generated file will be 'mytemplate.docx'.

But you can change this with calculated fields, and BeforeMergeBlock event, assigning $this->Generate_Document_Instance->template_filename (this don't work for PDF generation). Take care of the document name generated when the process is called from Listview. This is a example for Opportunities calculated fields:

function BeforeMergeBlock() { // Not for PDF ... if (!$this->Generate_Document_Instance->enPDF) { $document_name = 'opportunities' . ' - ' . date('Y-m-d');

     // Not for listview ...
     if ($this->inMainModule() && !empty($this->Generate_Document_Instance->datos) && count($this->Generate_Document_Instance->datos) == 1) {
        $document_name = $this->Generate_Document_Instance->datos[1][&#039;name&#039;] . &#039; - &#039; . date(&#039;Y-m-d&#039;);
     }

     $this->Generate_Document_Instance->template_filename = $document_name . &#039;.&#039; . $this->Generate_Document_Instance->template_file_ext; 
  }

}

Please, note that this can change in future versions ... maybe a new property to work too for PDF.

Izertis Provider

10 years ago

sorry, the example code has been corrupted when I upload it. Again with markdown ...

   function BeforeMergeBlock() { 
      // Not for PDF ...
      if (!$this->Generate_Document_Instance->enPDF) {
         $document_name = &#039;opportunities&#039; . &#039; - &#039; . date(&#039;Y-m-d&#039;);
         // Not for listview ...
         if ($this->inMainModule() && !empty($this->Generate_Document_Instance->datos) && count($this->Generate_Document_Instance->datos) == 1) {
            $document_name = $this->Generate_Document_Instance->datos[1][&#039;name&#039;] . &#039; - &#039; . date(&#039;Y-m-d&#039;);
         }
         $this->Generate_Document_Instance->template_filename = $document_name . &#039;.&#039; . $this->Generate_Document_Instance->template_file_ext; 
      }      
   }

Izertis Provider
10 years ago

https://gist.github.com/anonymous/d482b68107b83b413c7a

reply

rossella
10 years ago

What about the Community Edition with no Sugar logic for calculated fields?

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Izertis Provider
10 years ago

If you mean the Basic version of the component, there is no calculated fields. Calculated fields are present only in Premium version. See "Basic version limitations" section in the readme.txt

reply
rossella
10 years ago

Sorry, I'm new to the plugin and if I go to "View pricing" I can see only the Premium version. Where should I find the Basic one?

reply
- Izertis Provider
  10 years ago
  
  http://www.sugarforge.org/projects/plantillasword
  
  reply

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#403 - Name of the generated document - how to set?

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