PDF Template with Account and Tasks

[gpatri]

Hi,

We switch from openproject and need to make PDF print in Account with block for each elements: Tasks, Activities, Flux, open Opportunities.

PDF Template offer juste direct details of Account with some linked data, no tasks, no activities.

best way to do that?

thanks

[gpatri]

I try something like:

{{#each this taskIds}}
{{var this ../name}} o
{{/each}}

I have repetition, but not able to show task names.

thanks

[tanya]

From the documentation

{{#each contactsIds}}
{{var this ../contactsNames}}
{{/each}}

contactsIds - {linkName}Ids - in case multiple relation
contactsNames - {linkName}Names - in case multiple relation

if taskIds is correct name of the field, then instead of name use taskNames

[gpatri]

Hi, what I try to print on PDF was not custom fields or custom relations. Need to print Account with open tasks. Tasks on the right panel was not present in PDF fields choice, but my custom relation are there.

What I want to print is Account page out of the box with tasks and activities, in PDF.

[rodrigocoelho]

tanya , any possibility of having the same placeholders for email template? I would like to use mass mail campain, but using multiple relation. Why only for PDF?

Other question, is that possible to attach different PDF for each mass mail?

thanks

[tanya]

Email Templates are implemented in other way. You can try to override the service Email Template

[rodrigocoelho]

Email Templates are implemented in other way. You can try to override the service Email Template

, unfortunately I have no idea of what it means!

I hope you consider spreading the PDF functionality to email templates.

Thanks