Tag: Printables
Dynamically Setting the Printable Template for the Process File Element in a Creatio Process
The Process File process element allows you to do things such as generate a printable in a Creatio process. The printable to use for the Process File is something that you must select at the time when you're designing the process. This property does not allow you to select a process parameter to use for the template.
I had a...
Running and Downloading a Printable via Javascript in Creatio
To run/create a printable in Creatio via client-side Javascript on a page, there's an easy to use web service. We can also use the ServiceHelper module to make it easy to create the printable document as well.
To run a printable and download the doc via code, first add the ServiceHelper module to the modules list at the top of...
Validating a Record Before a Printable Can be Run in Creatio
When using a printable in Creatio on a record page, you might want to control when the printable can be run based on conditions such as whether the data is complete on the record. This is an easy task by overriding a function that exists on the page. Note, this method can be used to validate the record or...
6 Easy Steps to Create a Word Printable Report in Creatio
1) Create new MS Word Report in Report setup area in Creatio
First you're going to open up the report setup area which you'll find by clicking the gear in the top right corner and then click on Report setup.
Then you'll click new report and then choose MS Word.
2) Set up Report properties
Give your report a name and then select...
Installing The Microsoft Word Plug-in for Creatio Printables
Printables are a very useful add on to have in your Creatio system and are very easy to create to make easy Word-based documents with merge fields. In order to create printables, you need to install the Word plug-in from Creatio. This will add functionality in Word that will let you open a printable template and add merge fields...
Showing or Hiding Printables Based on a Value for the Selected Record in Creatio
Printables in Creatio show in the "Print" menu when viewing a record. In this article I will show you how to conditionally show or hide a specific printable in the print menu based on a value of the current record being viewed. The scenario we'll use is that we have a printable called "Customer questionnaire" that we only want...
Creating Custom Macros To Format Values in Word Printables for Creatio (formerly bpm’online)
In Word printables for Creatio, it's possible to create all sorts of custom macros to query and add related data, bring in values such as the current user, or just to format values. This article will look at creating a custom macro to format currency values in a Word printable, however the concepts are the same for any type...
Displaying HTML Notes from a Record in a DevExpress Printable in Creatio (formerly bpm’online)
In bpm'online, each section has a "Notes" field which stores the text entered as HTML. If you want to display the notes content in a Word printable you'll be out of luck and will just see HTML itself with all the markup, not the formatted HTML content (support reps have mentioned this is being looked into as a change for...
Formatting Values with C# in a DevExpress Report Printable for Creatio (formerly bpm’online)
One of my favorite things you can do in a DevExpress report for bpm'online is using C# to manipulate your data and format it, combine values, etc before the report is rendered.
When a DevExpress report is run, every object you've placed on the report has an OnBeforePrint event. This event fires after the object has been bound to the...
Creating a DevExpress Report Printable for Creatio (formerly bpm’online)
Bpm'online has two different out of the box options for creating printables (three if you also count the Excel Reports package available in the marketplace). The usual go-to for printables is a Word printable. They are quick and easy to create. However, there's only so much you can do in a Word printable. The other, less used although more...
