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  • Opportunities Template > PDF

    Hello,

    I created a template for opportunities (from https://url/#Template).
    Now, I want to be able to print an opportunity (or create a PDF) as defined in the template... but I don't know how to do it. There is no button to create a PDF when I list opportunities or edit an opportunity.

    I searched the forum, but I can't find an answer (or I don't understand ).
    Can you help me, please?

    Thank you very much!

  • #2
    Hello
    you need to create this button in the view
    http://forum.espocrm.com/forum/devel...uestion-newbie

    Comment


    • #3
      Good morning. Hello,

      I looked at the link, thank you.

      I understand the principle but I'm looking for the file to modify. Can you tell me what his path is, please?

      Thank you

      Comment


      • #4
        Hello,

        To add my button, I created a file detail.js in the following folder:
        /client/custom/src/views/opportunity/detail.js

        This file contains the following code:

        Code:
        Espo.define('custom:views/opportunity/detail', 'views/detail', function (Dep) {
        
            return Dep.extend({
        
                setup: function () {
                    Dep.prototype.setup.call(this);
                    this.dropdownItemList.push({
                        name: 'printPdf',
                        label: 'Print to PDF'
                    });
        
                    this.dropdownItemList.push({
                        name: 'composeEmail',
                        label: 'Email PDF'
                    });
        
                    if (this.getAcl().checkModel(this.model, 'edit')) {
                        this.dropdownItemList.push({
                            'label': 'Duplicate',
                            'name': 'duplicate'
                        });
                    }
        
                },
        
                actionPrintPdf: function () {
                    this.createView('pdfTemplate', 'Modals.SelectTemplate', {
                        entityType: this.model.name
                    }, function (view) {
                        view.render();
        
                        this.listenToOnce(view, 'select', function (model) {
                            window.open('?entryPoint=pdf&entityType='+this.model.name+'&entityId='+this.model.id+'&templateId=' + model.id, '_blank');
                        }, this);
                    }.bind(this));
                },
        
                actionComposeEmail: function () {
                    this.createView('pdfTemplate', 'views/modals/select-template', {
                        entityType: this.model.name
                    }, function (view) {
                        view.render();
                        this.listenToOnce(view, 'select', function (model) {
                            this.notify('Loading...');
                            this.ajaxPostRequest('Quote/action/getAttributesForEmail', {
                                quoteId: this.model.id,
                                templateId: model.id
                            }).done(function (attributes) {
                                var viewName = this.getMetadata().get('clientDefs.Email.modalViews.compose') || 'views/modals/compose-email';
                                this.createView('composeEmail', viewName, {
                                    attributes: attributes,
                                    keepAttachmentsOnSelectTemplate: true
                                }, function (view) {
                                    view.render();
                                    this.notify(false);
                                }, this);
                            }.bind(this));
                        }, this);
                    }, this);
                }
        
            });
        });
        But the button to export to PDF does not appear.

        I don't know what my error is.

        I consulted all the links given by Tanya , thank you very much, but I'm not good enough to succeed without your help...

        Thank you

        Comment


        • #5
          Hello,
          did you override Opportunity clientDefs?
          Did you rebuild Espo? (Administration > Rebuild)
          Did you refresh the page?

          Comment


          • PGI
            PGI commented
            Editing a comment
            It worked! Thank you

        • #6
          Hi,

          I am trying to replicate what's explained in this topic to add the action "Email PDF" in the detail view. I must be missing something because I can't make it work. The button is not showing at all.

          It is for a custom entity for which I have created PDF template (that I can generate without problem). I have the latest version of espoCRM and I have Advanced Pack as well. I would like to add the option to Email the PDF just as it is natively possible with Quote entity but for my custom entity.

          I created the a file /client/custom/src/views/myCustomEntity/detail.js with the same code as above except that I have replace "opportunity" by "myCustomEntity"

          Any idea what I am missing out ? What are the files that I have to create/update to make this work ?

          Any help would be highly appreaciated
          Thanks a lot in advance

          Comment


          • #7
            replace myCustomEntity with my-custom-entity

            Comment


            • huscmk
              huscmk commented
              Editing a comment
              tanya Thanks a lot for the reply. Actually, I used "myCustomEntity" in my question post as a placeholder.
              The actual name of my custom entity is "client" so the detail.js is located here :

              /client/custom/src/views/client/detail.js

              and its first line is :

              Espo.define('custom:views/client/detail', 'views/detail', function (Dep) {

              Thanks again for the support.

          • #8
            did you set this view in custom clientDefs?
            https://www.espocrm.com/documentatio.../custom-views/

            Comment


            • tanya
              tanya commented
              Editing a comment
              Is json in your clientDefs file valid?
              check in data/cache/application/metadata.php
              clientDefs > Client > views > detail > ?

            • huscmk
              huscmk commented
              Editing a comment
              It seems that the json syntax in clientDefs file is valid.
              In the data/cache/application/metadata.php, I can find :

              Code:
              (...)
                  'Client' => 
                  array (
                    'controller' => 'controllers/record',
                    'views' => 
                    array (
                      'detail' => 'custom:views/client/detail',
                    ),
              (...)
              I have noticed something that may speak to you. After these modifications, I cannot open the edit view of an entry of the concerned custom entity. When I look into the console, I can see the following error :

              Code:
              Uncaught TypeError: Cannot read property 'push' of undefined
                  at child.setup (eval at _execute (espo.min.js?r=1527897572:17), <anonymous>:35:35)
                  at child.initialize (espo.min.js?r=1527897572:16)
                  at child.Backbone.View (espo.min.js?r=1527897572:6)
                  at child [as constructor] (espo.min.js?r=1527897572:6)
                  at child [as constructor] (espo.min.js?r=1527897572:6)
                  at child [as constructor] (espo.min.js?r=1527897572:6)
                  at child [as constructor] (espo.min.js?r=1527897572:6)
                  at new child (espo.min.js?r=1527897572:6)
                  at Bull.Factory.<anonymous> (espo.min.js?r=1527897572:16)
                  at Bull.Factory._getViewClass (espo.min.js?r=1527897572:16)
              Any idea ?
              Thanks

            • tanya
              tanya commented
              Editing a comment
              In which one row from what file?
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