How do I create PDF documents / reports?

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hello everybody,

I am pretty new to suiteCRM. I am busy setting it up not as an original CRM but to maintain our ongoing projects.
The projects are about software and hardware installations on customers’ sites.
Now I want to be able to create (for example) a PDF document, that contains all the customer’s information like address information, contact information and istalled hard- and software, inclduing build, serial and version numbers.
Thus the data should come from different modules of “suite”.

Unfortunately I do not know if that is possible with “suite” anyhow. Can someone please give me a push in the right direction?
Or let me know if my idea even has a chance of success? Any hint is highly appreciated! - Many many many thanks!!! :slight_smile:

#2

Hi Louie,

You can create custom modules or add fields to current modules to store all of the relevant information. You can then use PDF templates to generate a PDF of the information.

Thanks,

Will.

1 Like
#3

Hello Will,

many thanks for the quick and kind response! :slight_smile:
I already built some customized modules and modified existing ones, but where do I find PDF templates and how do I generate actual PDF documents?
Is there a tutorial on this somewhere? I’ve also checked the admin area but can’t find anything. :dry:

#4

Hi Louie,

You need to make a few changes to your module to add in the functionality. Please see this forum post.

Thanks,

Will.

1 Like
#5

Many thanks Will, but I still don’t understand how to add the functionality. :blush:

#6

Hi Louie,

Did you follow the forum posts? Firstly in custom/modules/yourmodulename/metadata/detailviewdefs.php add the button code:


'AOS_GENLET' =>
array (
'customCode' => '<input type="button" class="button" onClick="showPopup();" value="{$APP.LBL_GENERATE_LETTER}">',
),

then in custom/modules/yourmodulename/views create a view.detail.php and add the following:


require_once('modules/AOS_PDF_Templates/formLetter.php');
formLetter::DVPopupHtml('yourcustommodule');

Perform a Quick Repair & Rebuild and clear cache afterwards.

Thanks,

Will.

1 Like
#7

Hello Will,

many many thanks for your quick and kind response! Sorry for the lateness in response!
I’ve been busy trying out to set this up, but did not succeed.
I do have a very little understanding of PHP, but have not been able to add the code to the mentioned file,
without the effect that I receive an error message, as soon as I try to open the according module in suite.

Where exactly do I have to put the code? A little more precisely guidance would be highly appreciated by me,
and surely by other suite users who might come along the same problem. :slight_smile:

In the meantime I keep on trying, but I’m not very confident… :blush: