I have a requirement to setup customized printable for few Custom Modules to let the record owner print the details of the currently opened record, similar to Invoice Template or Sales Order Template.
Use Case:
Record Owner opens a record from Custom Module
A custom button Print Record will appear when a record is opened
On clicking the Print Record button, a PDF document with data of the opened record must be generated based on a template (similar to Invoice template) and either download the generated PDF record owner's local drive or send the generated PDF to a specific email address
Is there a way to set up Invoice Templates for Custom modules? It can be achieved with Mail Merge but I need the outcome as a PDF document and with Mail Merge doing that would require several clicks. I need the PDF to be generated on a single button click.
Also, can the aforementioned use case be automated? Automatically generate a PDF based on a template periodically and send it by email without the user having to navigate the record and print the PDF manually?
I would appreciate any guidance on this use case.
Related
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
I have a website built with Laravel and I need that the customer fills a editable PDF and send it to an specific address.
Instead of asking them to download it, fill it in local and then send it, I have created a new page in my site where I placed the editable PDF using an iframe.
Now, I would like to add a button that once the customer fills the PDF, it sends it automatically.
Does anybody know how to achieved this or is it not possible?
I am trying to do it using ajax, calling a method in my controller that will send the email using a template and with an attachment, but I don't know how to pass the PDF filled to it from the view(iframe).
Thank you in advance
I have never wrote a firefox addon so I am wondering if this can be done. Is it possible to continually scan a webpage for certain text, and then if that text appears, capture it and save it to a file?
For example
Say a user is on amazon and adds a few items to their shopping cart.
They click checkout and fill in their details and click submit order.
When the order is processed the user is shown the text 'Order complete' and given a receipt of their purchase.
In this example I would like to keep scanning the webpage until 'Order complete' appears. Then I want to capture the html of the receipt and save it to a file.
Is this possible with a firefox addon?
From my experience as a Firefox user, this is definitely possible. As a matter of fact there are add-ons that do far more than that.
For example, Greasemonkey can actually act as a filter and change the content of a viewed webpage as specified by a user script. Zotero and AlertBox are able to selectively watch specific HTML elements for interesting information and act upon it.
It is also quite possible that there is an existing add-on that either does what you need already, or can be used as a basis for a custom add-on of your own - what you are asking for is not all that unusual...
You probably want to create your add-on with the Add-on SDK. You can then use the page-mod package to attach a content script to Amazon pages. The content script should check whether it got loaded into an order confirmation page - and send the HTML code of that page (probably document.body.innerHTML) back to the extension.
The extension then needs to write the data to a file. You need to use internal API for that, something like this:
var file = require("file");
var writer = file.open("c:\\foo\\bar.html", "w");
writer.writeAsync(data);
If you want the user to choose the file name, you can do this using chrome authority and nsIFilePicker component.
I have drupal 6.22 website.
I have custom CCK fields in one the content types in my website.. i have set the number of values for it in its "Global Settings" to "Unlimited".
so, drupal will show two by default and once i click "Add another Item", an ajax call is sent to create new field.
now i have tried to load this node from draft modeul (http://drupal.org/project/draft) by going to
http://mywebsite.com/node/add/slideshow?draft_id=751
and i got all fields except those who have been created by ajax calls. any idea of how to retrieve them??
Thanks for your help
I have not used livecycle before. There are overloads of info on this topic, but I can't find one page or example that explains how to correctly and simply, submit my filled out form to a directory on my webserver.
I have my pdf form created in livecycle ES2. I found good info in many forums, blogs etc and from adobe. But am I missing something thats needed to make this work? (that needs to be installed on the server?). I was under the impression my form could be filled out and submitted/saved to a directory from my site visitors without the use of anything installed on the server. I just want whatever the user fills out in the pdf to be saved to that pdf and saved to the server.
This link was helpful: http://kb2.adobe.com/cps/332/332289.html
but I still am doing something wrong.
Generic buttons
You can set a generic button to be a submit button in the Object >
Field palette. Once you set the button as a submit button, a Submit
tab is available in the Object palette. You can choose the following
formats:
from that info provided - this is the solution I want :
-- PDF: Submits a package containing an embedded PDF file. Choose this format if the form contains a signature field, or if a copy of the
form together with its data needs to be saved by Adobe LiveCycle Forms
or submitted to some other kind of target server. Do not choose this
option if the form initiates server-side processing, if Adobe
LiveCycle Forms will be used to render HTML or dynamic forms at run
time, or if the form is a PDF form that will be filled in Adobe Reader
without the use of Adobe LiveCycle Reader Extensions.
I read additional notes that I need to enable the usage rights which I tried by saving the form from LiveCycle, opening in ACROBAT X PRO and :
extending the rights to the reader, there is no Advanced selection
under tools.
In Adobe Pro X, to get the pdf fillable emailed back to you you must
save the file with the rights extended, and this is found in
File>>Save As>>Reader Extended PDF, and select “Enable Additional
Features.
It will allow the receiver to fill and email or fill and save and
attach to and e-mail.
Has anyone had success with this? and know how to make it work? I created the generic button, edit properties, chose PDF and assigned a URL (the directory to store the saved files) ....what part am I missing?
Last but need least I read other info that said I need a servlet to save...??
You have to create a pdf in pdf designer, place a button. On the button click you can call the webservice as the code below
var cURL = <url to your webservice>;
SOAP.wireDump = false;
var service = SOAP.connect(cURL);
var Input = {'<give the input to your webservice here>'};
var result = service.YourWebMethod(Input);
After dat save the form as Dynamic Xml Form.
the importent part is, you have to 'reader extend' the pdf you have created.