Merge Entity (and related Entity) field values to an existing Word/Docx file.

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  • axyl
    Member
    • Jun 2021
    • 32

    Merge Entity (and related Entity) field values to an existing Word/Docx file.

    Hey Everyone,

    I've written some code to merge an entity record with an existing Word Document template, outputting a new Word doc. It can reference related entity data, too, such as listing each related contact data in table rows etc.

    Might people be interested in that?

    I use this tool internally, it makes it easy for non-IT people to create templates in Word, rather than HTML.

    I could tidy it up for others to use if there's interest.

    I've done something similar for PDF too.

    Cheers.
  • esforim
    Active Community Member
    • Jan 2020
    • 2204

    #2
    For sure! Every few month I would try to see (searching online for information) if I can do something like this and always end up using "Ctrl+F" and "Ctrl+H" to do replacement and copy-paste instead.

    The formatting of Words is great, it also help with editing too! Whereas PDF it is quite static if you want to modified a few wording and numbers here and there.

    Looking toward to good news from you!

    Comment

    • shalmaxb
      Senior Member
      • Mar 2015
      • 1603

      #3
      Hi, of course this could be interesting, especially that the PDF generation still does not permit anything to be printed out (e.g. QR-Code), but Word would perhaps do.

      Comment


      • rabii
        rabii commented
        Editing a comment
        Nah that is changed the team has added ability to print it i guess it should work same as barcode https://docs.espocrm.com/user-guide/...#barcode-field

        Update just checked and definitely they support printing QR-Code now - give it a try

      • shalmaxb
        shalmaxb commented
        Editing a comment
        Sure of course that works in PDF, I messed it up with the export, because the QR-Code is not exported into Excel, only the link
    • axyl
      Member
      • Jun 2021
      • 32

      #4
      Sorry, I've been held up by the PHP library I adopted for modifying the docx files. The library is a bit unusual, but I'll put something out soon(tm).

      It's definitely working well in-house.

      Comment

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