string replace inside of a pdf template?

[jamie]

Is it possible to use something like
string\replace('Hello {test}', '{test}', 'world')

inside of a pdf template?

[victor]

This topic has been discussed before in many threads. Directly in the PDF template - no.
- You need to calculate your formula in Administration > Entity Manager > Entity_name > Formula > Before Save Custom Script.
- Put the result in some physical created field.
- And only then insert the placeholder of this field into your PDF template.

[jamie]

This topic has been discussed before in many threads. Directly in the PDF template - no.
- You need to calculate your formula in Administration > Entity Manager > Entity_name > Formula > Before Save Custom Script.
- Put the result in some physical created field.
- And only then insert the placeholder of this field into your PDF template.

sounds a lot like a missing feature.. but ok so its complicated, i'll just rearrange the data

[rabii]

You can easily build something like this using templateHelpers.json metadata - below a working example i have used in a project in the past

Step 1 — Register the Helper

Create this file:

custom/Espo/Custom/Resources/metadata/app/templateHelpers.json

{
    "replace": "Espo\\Custom\\Classes\\TemplateHelpers\\ReplaceHelper"
} 

Step 2 — Write the Helper Class

Create:

custom/Espo/Custom/TemplateHelpers/ReplaceHelper.php

<?php

namespace Espo\Custom\Classes\TemplateHelpers;

use Espo\Core\Htmlizer\Helper;
use Espo\Core\Htmlizer\Helper\Data;
use Espo\Core\Htmlizer\Helper\Result;

class ReplaceHelper implements Helper
{

    public function render(Data $data): Result
    {
        $args = $data->getArgumentList();

        if (empty($args)) {
            return Result::create('');
        }

        $text = $args[0] ?? null;

        if ($text === '' || !is_string($text)) {
            return Result::createEmpty();
        }

        $search  = (string) $data->getOption('search');
        $replace = (string) $data->getOption('replace');
        $caseInsensitive = (bool) $data->getOption('insensitive');

        if ($caseInsensitive) {
            $output = str_ireplace($search, $replace, $text);
        } else {
            $output = str_replace($search, $replace, $text);
        }

        return Result::create($output);
    }
}

Then clear cache and rebuild and you should be able to use this in the pdf templates - usage examples below


Example 1 - Simple Replacement (case insensitive false)

{{replace 'Hello WORLD' search='WORLD' replace='EspoCRM'}} 

→ Outputs: Hello EspoCRM


Example 2 - Simple Replacement (case insensitive false)

{{replace 'Hello world' search='WORLD' replace='Mate' insensitive=true}} 

→ Outputs: Hello Mate


Example 3 - Using Field Values e.g pdf template for account entity

{{replace name search='Inc.' replace='Ltd.'}} 

→ Outputs account name with text replaced. If company name is (Espocrm Inc.) then the output will be (Espocrm Ltd.)

Hope this help

Cheers

[jamie]

That's a wonderful, easy-to-follow instruction. The only change i will do is change the name to "textReplace."

[rabii]

textReplace is better than replace

cheers