Generate PDF from filtered report with links

[Maarten]

Hi,

I have this use case quite often. I want to create a PDF from a report, apply filters and add links. This PDF i'm sending to users of espocrm.

I've created a PDF template of entity Report, with the reportTable variable. I am abe to generate a PDF table with it using formula script.


However:

1. I am unable to apply a runtime filter through formula script. So I cannot filter the report.
2. I am unable to have a url in the pdf report, formatted as a url (it creates an <a href..> string.

Any suggestions if this would be possible to achieve?

[victor]

- Create a field with the type of URL for the entity on which we form the Report. In my case, it is Account (screenshot 1).
- We form a simple List Report in which we use Runtime Filters on the name field (screenshot 2).
- We use the default template for Print to PDF and receive a clickable link without extra characters in the generated PDF document with filtered data (screenshot 3).

What version of EspoCRM i Advanced Pack are you using, what is the code in your template, what type of field are you using for the link? What formula do you use to create your document?

[yuri]

Both are not possible. You could create a custom formula function for generating PDF with runtime filters passed. For the link, you would need creating an entry point.