generating pdf template in custom module

📦 Install & Upgrade Help
21

Hello,
I just saw this PR which allows you to create PDF templates with custom modules in SuiteCRM version 7.

Is it possible to achieve the same result by applying this PR to SuiteCRM version 8?

If not, do you know of another method?

Thank you for your feedback,

Lionel

22

Hello Lionel,

what I usually do for that are the two steps:

  1. Switch into the “v7 mode in v8”: Compatibility mode in suitecrm 8?
  2. Add the PDF feature as in v7: Print pdf in custom module
2 Likes
23

Thank you @BastianHammer,.

I created the custom module in CRM v8 that I had previously created in v7, and then I reused the modifications that worked in v7.

I then followed your advice and added the name of the custom module to the “module_routing.yaml” file.
I can now select the custom module in the PDF template and print the details to PDF.

Thank you very much.

Without meaning to offend anyone, I think it would be necessary to create a simple way to use PDFs with any module.

Or at least add an explanatory page to the documentation.

Because currently, you have to juggle forum pages on the subject, dating from 2020 for v7 to 2025 for v8, and then those linking to answers given in other posts… This becomes complicated and generates unnecessary reading, sometimes leading to errors in the actions to be performed.

Thank you again for your help.

24

Please upvote the topic.

25

Totally agree - that’s quite a standard feature to have in CRMs. Not in all projects, but it does reappear over and over.
@rsp 's thread in the suggestion box is the right way to go :slight_smile:

26

@rsp ans @BastianHammer

I just voted to have this feature added to the next version of SuiteCRM 8, hoping the development team will take this request into consideration.

Thank you.