Generate PDF and automatically relate it to the record

[Kpuc]

Hello Lads,
Happy New Year...

I'm thinking of a way to automatically generate a PDF with the information from a target record and after the PDF is generated -> To automatically connect the PDF as a File (field) to the same target record.

For example we could have a contract which can be easily generated to a PDF, but after the PDF generation, the file could be easily downloadable from the same record Details view.

Any ideas would be very appreciated.

[shalmaxb]

Perhaps this helps: https://forum.espocrm.com/forum/gene...-pdf#post63362

[emillod]

Hello.
we have something like that. Our script generate invoice based on specific template and relate generated file as attachment to invoice record.
Unfortunatelly i can't publish that for free.. Maybe there is other user which can post solution

[item]

Hello,

maybe (certainly i think) this is possible with AdvancedPack easily ! BPM !

Regards

[espcrm]

I thought I wrote a "learning" about PDF-Template creation by Formula but I guess I haven't.

Yes, the simplest way to create PDF without need extensions and coding is to use Formula which can all be done using the GUI admin. The formula is quite straight forward and the example is a working from what I remember. I just removed the email code so it doesn't email and only have there as an attachment. I create an File/Attachment field and use the formula to generate that PDF if the Status = "Close"

Here is a rough formula I used (which I disabled because it need tweaking)

ifThen(agreementstatus='Finalize', description = ext\pdf\generate('Agreement', entity\attribute('id'), '5f0bfb03dfd1853d6', 'test.pdf'))

(Hopefully it work) Anyway here the breakdown in case you want to adapt to it to your formula;

if the field "Agreement Status" is Finalize, then in the Description field generate the PDF in my Agreement entity, the PDF I want to use it unique ID is (URL) 5f0bfb03dfd1853d6, and name this PDF as 'test.pdf'

ext\pdf\generate(ENTITY_TYPE, ENTITY_ID, TEMPLATE_ID, [FILENAME])

[item]

espcrm : just important is writed
lecon 1 :
agreementstatus='Finalize' ....

one "=" => assignement !
sample :
item = "is a object" // assignement
print(item) => "is a object"

lecon 2 :
agreementstatus=='Finalize' .... (use in "if" and so )

two "==" => compare
sample :
item = "item"; // assignement
item == "is a object" // compare
print(item) => "item"
result => false ! ... item it's me