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 […]
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 […]
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 […]
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” […]
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 […]
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 […]
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 […]
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, […]
Script Tasks in bpm’online processes allows you to go beyond what is available in the standard process tasks. There’s really nothing you can’t accomplish, as long as you know what code to write. The following code will run a Word printable and attach the resulting document to a record. In the code below, we will […]
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