print to pdf with 2 click

[item]

Hello team,

just for win "1 click" .. it's possible to have print-to-pdf (see attachment) ?

Kinds regards

[telecastg]

Hello item

This feature can be implemented by overriding the list view for the entity where you want to have the Print to Pdf button as a row action as follows:

1) Create file: custom/Espo/Custom/Resources/metadata/clientDefs/{{name of your entity}}.json

{
    "recordViews": {
        "list": "custom:views/record/list-with-pdf"
    }

}

2) Create file: client/custom/src/views/record/list-with-pdf.js

Espo.define('custom:views/record/list-with-pdf', 'views/record/list', function (Dep) {

    return Dep.extend({

        rowActionsView: 'custom:views/record/row-actions/plus-pdf',

        actionPrintPdf: function () {
            this.createView('pdfTemplate', 'views/modals/select-template', {
                entityType: this.entityType
            }, function (view) {
                view.render();
                this.listenToOnce(view, 'select', function (model) {
                    this.clearView('pdfTemplate');
                    window.open('?entryPoint=pdf&entityType='+this.model.name+'&entityId='+this.model.id+'&templateId=' + model.id, '_blank');
                }, this);
            });
        }

    });
});

3) Create file: client/custom/src/views/record/row-actions/plus-pdf.js

Espo.define('custom:views/record/row-actions/plus-pdf', 'views/record/row-actions/default', function (Dep) {

    return Dep.extend({

        getActionList: function () {
            var list = [{
                action: 'quickView',
                label: 'View',
                data: {
                    id: this.model.id
                },
                link: '#' + this.model.name + '/view/' + this.model.id
            }];
            if (this.options.acl.edit) {
                list.push({
                    action: 'quickEdit',
                    label: 'Edit',
                    data: {
                        id: this.model.id
                    },
                    link: '#' + this.model.name + '/edit/' + this.model.id
                });
            }
            if (this.options.acl.delete) {
                list.push({
                    action: 'quickRemove',
                    label: 'Remove',
                    data: {
                        id: this.model.id
                    }
                });
            }
            list.push({
                action: 'printPdf',
                label: 'Print Pdf',
                data: {
                    entityId: this.model.id,
                    entityType: this.model.name                    
                }
            });
            return list;
        }

    });
});

This is what it will look like for the entity or entities where you decide to add this feature, and when you click on "Print Pdf" a modal selector for a Template will display so you can select the template that you want to use for the PDF output.

[item]

Thank you very much telecastg.
Front-end is not my cup of tea

[telecastg]

You're welcome -

[item]

Hello @telecastg,
where i wrong : look my 2 console.log in list-with-pdf.js
first triggert
second .. no .. then i have a modal with nothing :s
And i how can we have this behaviour on "list small" ?

Thanks in advance

                view.render();
                console.log(data);
                this.listenToOnce(view, 'select', function (model) {
                    this.clearView('pdfTemplate');
                    console.log(data);
                     window.open('?entryPoint=pdf&entityType='+data.entityType+'&entityId='+data.entityId+'&templateId=' + model.id, '_blank');

first console.log => action: "printPdf", entitytype: "MyEntity", entityid: "5e92dabbdfd5d7f22", el: "#select-modal-container-3436", factory:....
second condole.log => nothing 

so i have a modal but nothing template to select

[telecastg]

I apologize item, I used the wrong definition for actionPrintPdf in client/custom/src/views/record/list-with-pdf.js but I have corrected it, please see the script above and copy the new function.

The function that I had originally posted is a custom function that I developed for entities where I only have one template and that template id is part of the custom entity.

The corrected function is the standard Espo function which will look for templates associated with your entity.

The layout "list small" is normally used to list "children" in the relationship panels of a "parent", for example to list "opportunities" under an "Account".

To apply to apply this behavior to a "list small" in a relationship panel view you would need to call the client/custom/src/views/record/row-actions/plus-pdf.js in the parent's clientDefs.

For the above example (opportunities linked to an account) you would need to create a "custom" clientDefs script for Account like this:

custom/Espo/Custom/Resources/metadata/clientDefs/Account.json

{ 
    "relationshipPanels":
        "opportunities": {
            "rowActionsView": "custom:views/record/row-actions/plus-pdf",
            "layout": "listForAccount"
        }
}

[item]

Hello, telecastg

still need some changement.. because when select a template, i think bad url (bad id ..)
i think it's because
this.id ... or this.model.id ..this.entityType.. this.entityId.. something so
look url : same id and entityType is bad

?entryPoint=pdf&entityType=Template&entityId=5e8ef27d28900a2d3&templateId=5e8ef27d28900a2d3 

Thanks

just do this little changement in the script :

this.createView('pdfTemplate', 'views/modals/select-template', {
                entityType: this.entityType
            }, function (view) 

[telecastg]

Excellent !, thanks for the improvement. I have made the changes in the post.

[ChrisSka83]

Hello everyone,

has anything changed in the meantime up to version 8.2.3 so that this script no longer works?

I always get the following error message:

Uncaught TypeError: Cannot read properties of undefined (reading 'name') 

[Kharg]

you could use link button to open the pdf template.

Unfortunately I don't have a lot of time to look at this, but if global row actions are ever implemented in Espo I can develop an extension to add this feature.

[ChrisSka83]

How can I use the Link button?
I can only enter a link there.

[Kharg]

By generating the link to the template using a formula? But you will be limited to just 1 template

[item]

Hi,
just do that .. it's still "chaud"

add to any clientDefs.json

    "rowActionDefs": {
        "print": {
            "label": "Print",
            "handler": "custom:handlers/list-row-action-print",
            "acl": "edit"
        }
    },
    "rowActionList": [
        "print"
    ],​ 

and create this : (this file can certainly optimized with contexte.. this, model, view... )

define('custom:handlers/list-row-action-print', ['action-handler','views/modal', 'model'], function (Dep) {

    return Dep.extend({

    isAvailable(model, action) {
        return true;
    },

    process(model, action) {
        if (action === 'print') {
            this.print(model);
            return;
        }
    },

    print: function (model) {
        this.view.createView('pdfTemplate', 'views/modals/select-template', {
                entityType: model.entityType,
                entityId: model.id,
                model: model,
            }, (view) => {
                view.render();

                view.listenToOnce(view, 'select', (model) => {
                    view.clearView('pdfTemplate');
                    window.open(
                        '?entryPoint=pdf&entityType=' +
                        view.model.entityType + '&entityId=' +
                        view.model.id + '&templateId=' + model.id, '_blank'
                    );
                });
            });
        },
    });
});
​ 

And then in listView, you will see "print" on row-action.
Seemt to work well

next job, to listSmall

[ChrisSka83]

ok, I have now tried this with the tip from Kharg .
Since I use 2 different templates, I had to insert 2 buttons.
I have solved this as buttons in the list view.
So I have one click less.

[Kharg]

Looks great!