How to group by line items in the PDF Template?

[Triggerz]

Hi,

I have 2 entities with one-to-many relationship. The entity CashAR is the parent entity and the CashARItems is the child entity. The child entity has an field named artype.

In the PDF Template, I am able to diplay the details of the Parent entity and the related child entity records. I wanted to group the child entity records based on their artype and provide a subtotal for each group. How can I do this in the PDF Template?

Thanks & Regards...

[yuri]

Hello,

It's not possible to have sub-totals for each group out of the box.

If the group value list is static, you can iterate through items the each group, having an x-if for each group.

[Triggerz]

Thanks for your response Yuri. Can this feature be possibly include in future releases?

[yuri]

Unlikely such a feature will be implemented. It's too specific. I recommend to achieve it with a customization. Maybe a custom template helper, or custom PDF data loader https://docs.espocrm.com/development...rclassnamelist.

[Triggerz]

Thanks Yuri

[alohatech]

You can create a custom bridge between the CRM and a dedicated "print-ready" page. The Logic in 3 Steps:

1. The Trigger (Button/Link): You add a button in the EspoCRM interface. When clicked, it grabs the current record's ID and opens your custom file in the public/ folder (e.g., yoursite.com/print.php?id=123).
2. The Data Fetch (API): Your PHP file in the public/ folder is a standalone script. It uses that ID to reach back into EspoCRM via the API to "pull" the specific data (names, dates, totals) for that record.
3. The View (HTML/JS): Once the data is fetched, your script injects it into a clean HTML template. A simple Vanilla JS command (window.print()) then automatically triggers the browser's print dialog as the page loads.

[yuri]

Better to stick to application level solutions.