Call Document create Modal with Attachment from Quote Template

[brianpunzalan]

Hi Tanya,

Good day!

How may I call or create the Documents modal view for creation?

I've seen the same functionality I want to happen in Quote Email to PDF functionality.

Advanced:Views.Quote.Record.Detail

The snippet below call the Compose Email in the Quote where it automatically attaches the Attachment within the "attributes" object and map it in the compose email modal.

actionComposeEmail: function () {
            this.createView('pdfTemplate', 'views/modals/select-template', {
                entityType: this.model.name
            }, function (view) {
                view.render();
                this.listenToOnce(view, 'select', function (model) {
                    this.notify('Loading...');
                    this.ajaxPostRequest('Quote/action/getAttributesForEmail', {
                        quoteId: this.model.id,
                        templateId: model.id
                    }).done(function (attributes) {
                        var viewName = this.getMetadata().get('clientDefs.Email.modalViews.compose') || 'views/modals/compose-email'; // my line of concern
                        this.createView('composeEmail', viewName, {
                            attributes: attributes,
                            keepAttachmentsOnSelectTemplate: true
                        }, function (view) {
                            view.render();
                            this.notify(false);
                        }, this);
                    }.bind(this));
                }, this);
            }, this);
        }

Now, I want to do the same thing but not on compose email modal, but on a Create Documents modal with the PDF attached.

I already tried the modals for Document entity below but it is not working:

crm:views/document/modals/select-records

views/modals/detail

views/modals/edit

[brianpunzalan]

The modal is showing now. It seems there are no "scope" value on the specific modal I want to have as the parent view.

For transparency, I used below lines:

this.createView('composeEmail', viewName, {
    scope: 'Document', // Entity name
    attributes: attributes,
    keepAttachmentsOnSelectTemplate: true
}, function (view) {
     view.render();
     this.notify(false);
}, this);

[wtconseil]

It could also be awesome to be able to "send by email" document from Documents menu.
Currently, we can just download/open document, but i could be great to have an action "Send by mail" that would open a modal "compose an email" with selected documents directly attached?

What do you think about it ?

[brianpunzalan]

Yes it could be done, just refer on the implementation on this file.

Advanced:Views.Quote.Record.Detail

I think you just need to add a dropdown list button on the Documents entity detail form and call an action the same as actionComposeEmail.

My problem is the opposite. I want to make the modal of the Create Document edit form (view/modals/edit) to have auto-attached PDF after selecting a template from Quotes Entity detail form.

[wtconseil]

i don't have advanced pack