How do I add line numbers from quotes to PDF Manager

RE: How do I add line numbers from quotes to PDF Manager

Luke Ridgway — Thu, 25 Jun 2020 07:17:15 GMT

Once you get your head around the if statement in the pdf manager then you can do loads of things, as Steve is doing.

I now have one PDF that can appear totally different depending on the record type, as the reulting print out goes with a product that was returned and the type determines what we do with it here - ie what the paperwork states.

Here is a simple example:

{if $fields.powersupply ==''} *This bit is empty so nothing appears if power supply was not ticked {else}<img src="http://our_image_url_here/img/Arrow.JPG" alt="" width="25" height="10" />{/if}

So power supply is a tick box. If it is not ticked nothing happens: {if $fields.powersupply ==''} * {else}.....

*The grey text area I added is just empty, unless you want to do someting else in that bit if not ticked?

Then the Else part shows an arrow...

On the record in sugar:

The resulting arrow image on the PDF:

NOTE: add your IF statements in the HTML editor (like: https://html-online.com/editor/ ), not the pdf editor.

Some weird layout stuff stuff happens too if you edit in the pdf editor afterwards. I ended up using an online html editer and pasting into the HTML view on the pdf manager. Maybe just me here but have NEVER encountered such a difficult tool to use for a system to make PDF's!! Oh actually SAP BbyD is probably worse!

Also note - any tiny error in the html will mean the pdf fails to download.

Anyway, hope that gets you started.... then you can get into nested if statements ;-)

Luke.

RE: How do I add line numbers from quotes to PDF Manager

Missy Brooks — Tue, 23 Jun 2020 22:49:52 GMT

You've certainly peaked my curiosity. I've been waiting for a way to insert terms & conditions based on which items are inserted into the quote. Would you mind to maybe share or elaborate how you've used?

RE: How do I add line numbers from quotes to PDF Manager

Steve Silliker — Wed, 04 Mar 2020 18:52:24 GMT

Glad I could help, Luke! Working with raw html on the pdf editor can be difficult.

We are doing some crazy things now, including dynamically showing information on the PDF depending on the data in the Record; We allow Sales to show/hide a lot of PDF fields based on field input in the Record.. etc. So if you have any questions related to PDF's, feel free to contact me anytime.

RE: How do I add line numbers from quotes to PDF Manager

Luke Ridgway — Wed, 26 Feb 2020 11:45:01 GMT

Steve thanks for this! Saved me some time solving it - brilliant! Exactly what I needed to do.

{$fields.show_line_nums+$count++}

RE: How do I add line numbers from quotes to PDF Manager

Steve Silliker — Wed, 22 Aug 2018 03:00:00 GMT

Tucker Jackson | Venkatesh Prabhu | Mehul Bhandari

Re: How do I add line numbers from quotes to PDF Manager

Woohoo! I can finally help someone in the Sugar Community!

I was having this problem and finally got the chance to dive into the HTML/PHP code capability of the PDF Templates.

Turns out, all you need to do is use Smarty Modifiers.

You can learn all about them here:
http://support.sugarcrm.com/Knowledge_Base/PDF_Management/Intro_to_Smarty_Modifiers/

What I did in our templates is add the "Display Line Numbers" field into a new column at the beginning of the products block. Then I just used a smarty to add the count++. Should look like this: {$fields.show_line_nums+$count++}

Then you end up with sequential line item numbers on your pdf!

You may want to adjust the width of the field by clicking the icon for it.

RE: How do I add line numbers from quotes to PDF Manager

Venkatesh Prabhu — Tue, 06 Feb 2018 04:33:53 GMT

Hi @Tucker Jackson

I know its been almost a year, but still we can do this by using smarty template assign function in PDF manager. Let me know if you have got the solution.

Thanks

RE: How do I add line numbers from quotes to PDF Manager

Mehul Bhandari — Thu, 25 Aug 2016 16:42:20 GMT

Hi Tucker Jackson

i think , this is the only way to solve your problem..

you can hire me to do this . hahahaha

RE: How do I add line numbers from quotes to PDF Manager

Tucker Jackson — Thu, 25 Aug 2016 15:49:31 GMT

Hi Mehul,

Thank you for taking the time to respond to this. However, I am not a developer. Is there any way to do this without coding?

Thanks,

Tucker

RE: How do I add line numbers from quotes to PDF Manager

Mehul Bhandari — Thu, 25 Aug 2016 05:48:31 GMT

Hi Tucker Jackson

you can do through coding like ..

copy file from modules/Quotes/sugarpdf/sugarpdf.standard.php => custom/modules/Quotes/sugarpdf/sugarpdf.standard.php

Firstly Change for Header

private function _initOptions(){
      $this->itemOptions = array(
          "Sr.No" =>"6%",

then

//code add in your bundle list

declare $count=0; before loop

 if ($line_item->object_name == "Product") {
$item[$count]["Sr.No"] = $count+1;

Hope this Helpful to you...