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Export personalized

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(@cso_arnaud)
Posts: 103
Estimable Member
Début du sujet
 
[#9169]

Hi,
how export in personalized word file a list of contacts from a projector object as in standard PDF export ?

thanks
 


 
Posté : 29/11/2023 6:38 pm
(@babynus)
Posts: 14952
Membre Admin
 

With Template Report plugin.


 
Posté : 29/11/2023 7:21 pm
(@cso_arnaud)
Posts: 103
Estimable Member
Début du sujet
 

Of course,
I used Template Report plugin

But what is the field? the name ?
can you give me an example for the list of contact for customer object ?

Thanks


 
Posté : 29/11/2023 7:27 pm
(@marylene)
Posts: 592
Membre Admin
 

Hello 

we need to know which contacts exactly you want to export and on which element. Depending on the list of individuals to be exported, this changes everything.


 
Posté : 30/11/2023 10:52 am
(@cso_arnaud)
Posts: 103
Estimable Member
Début du sujet
 

Hi,
I will explain my overall need, .

I would like to be able to add customer contacts list, internal users list to a projector object and export both lists (and other classic fields) via the plugin.

I think the best solution will be use the project object?

Do you have any other ideas?


 
Posté : 30/11/2023 11:06 am
(@marylene)
Posts: 592
Membre Admin
 

Do these lists exist? that of the client, on which element? the project ? the client field is not used on all ProjeQtOr objects... ditto for the others.
So apart from advising you to retrieve the correct field codes in the plugin details...

 

and if the lists do not exist, you will have to create them from another plugin, the screen customization


 
Posté : 30/11/2023 11:51 am
(@marylene)
Posts: 592
Membre Admin
 

Hello

My mistake !!! It is true that even with the template report we cannot export the Client's contacts. I really misunderstood your request. I created ticket #7767 for the addition of this special code in the template report !


 
Posté : 04/12/2023 12:22 pm
(@cso_arnaud)
Posts: 103
Estimable Member
Début du sujet
 

Hi,
Thanks for your feedback,
I also suggest you to add this type of field in the personalization screen plugin.

regards,


 
Posté : 04/12/2023 1:14 pm
(@marylene)
Posts: 592
Membre Admin
 

Hello

unfortunately we do not offer customization in the screen tables and we do not plan to do so at all.


 
Posté : 05/12/2023 1:00 pm
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