Opportunities Template > PDF

[PGI]

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!

[tanya]

Hello
you need to create this button in the view

http://forum.espocrm.com/forum/developer-help/27956-custom-button-and-entrypoint-invocation-question-newbie

[PGI]

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

[PGI]

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:

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

[tanya]

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

[PGI]

It worked! Thank you

[huscmk]

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

[tanya]

replace myCustomEntity with my-custom-entity

[huscmk]

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.

[tanya]

did you set this view in custom clientDefs?

https://www.espocrm.com/documentation/development/custom-views/

[tanya]

Is json in your clientDefs file valid?
check in data/cache/application/metadata.php
clientDefs > Client > views > detail > ?

[huscmk]

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

(...)
    '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 :

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]

In which one row from what file?