Generate a PDF from PDF Manager to the Documents Module.

RE: Generate a PDF from PDF Manager to the Documents Module.

Francesca Shiekh — Thu, 11 May 2023 12:46:02 GMT

You can still find the original article here:
https://sugardeveloper.wordpress.com/2016/08/15/how-to-create-beautiful-pdfs-with-css-within-sugar/

But please note that it's a very old customization, which probably explains why it was removed from the Club. This is from 2016 way before DocMerge was added. I would strongly recommend you look at existing functionality first. I have not tested this functionality in versions past v11.0.3

Francesca

RE: Generate a PDF from PDF Manager to the Documents Module.

Waqas Butt — Thu, 11 May 2023 05:31:25 GMT

link is dead. Can anybody provide the updated one or something like this?

I am new to Sugar and want to see how custom pdf generation works.

Alex Nassi Francesca Shiekh

RE: Generate a PDF from PDF Manager to the Documents Module.

Mahnoor Saeed — Mon, 28 Sep 2020 16:31:13 GMT

Muhammad Shaji Uddin can you share more details, how you achieved it.

Thanks

Mahnoor

RE: Generate a PDF from PDF Manager to the Documents Module.

Muhammad Shaji Uddin — Sun, 01 Sep 2019 11:15:52 GMT

John Boyes

I have done similar functionality,

1. Custom PDF is generating through custom code.

2. Email sending to contact with above PDF as attachment.

3. Above PDF is saving as Document record in subpanel of parent record.

For the purpose I implemented the custom pdf generation, Process Email Template, Sugar core email functions and extended PMSEEmailHandler().

Regards

RE: Generate a PDF from PDF Manager to the Documents Module.

Alex Nassi — Thu, 27 Jun 2019 17:07:30 GMT

Kenneth Brill - It was migrated here: https://community.sugarcrm.com/community/developer/blog/2016/08/15/how-to-create-beautiful-pdfs-with-css-within-sugar

RE: Generate a PDF from PDF Manager to the Documents Module.

Kenneth Brill — Thu, 27 Jun 2019 16:55:31 GMT

Do you still have the link for How to create beautiful PDFs with CSS within Sugar « Sugar Developer Blog – SugarCRM

this one seems dead now.

RE: Generate a PDF from PDF Manager to the Documents Module.

Francesca Shiekh — Wed, 31 Jan 2018 00:19:57 GMT

We thought of doing that, then decided against it. Since the quote has to be sent to the customer, we decided that someone has to open it and review it prior to attaching it to an email to send it so they may as well upload it once reviewed.

If I were to do what you are proposing, I would create the menu item Save PDF as a copy of Download PDF and customize the controller.

I've overridden the PDF generator ( How to create beautiful PDFs with CSS within Sugar « Sugar Developer Blog – SugarCRM ) but not added to it before so I'm not quite sure of the correct approach. I included the link here so you can see how I modified the pdfaction to get my custom documents to appear in the menu.

I think you will need to create your own pdfAction (see clients/base/fields/pdfaction) and the controller that goes with it.

You can see in the original how they handle the download and email, that may give you a starting point for what you want to do.

You could build your savePDF somewhat generic, check if there is a relationship between the current module and Documents and if so create the document and link it to the current model.

That way if they ask you to add one for some other module (say, Contracts) you already have the structure ready.

I will be interested in seeing what you come up with.

FrancescaS