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Export personalized

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(@cso_arnaud)
Posts: 108
Active Member
Topic starter
 
[#9169]

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

thanks
 


 
Posted : 29 Nov 2023 18H38
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

With Template Report plugin.


 
Posted : 29 Nov 2023 19H21
(@cso_arnaud)
Posts: 108
Active Member
Topic starter
 

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


 
Posted : 29 Nov 2023 19H27
(@marylene)
Posts: 592
Contributor 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.


 
Posted : 30 Nov 2023 10H52
(@cso_arnaud)
Posts: 108
Active Member
Topic starter
 

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?


 
Posted : 30 Nov 2023 11H06
(@marylene)
Posts: 592
Contributor 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


 
Posted : 30 Nov 2023 11H51
(@marylene)
Posts: 592
Contributor 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 !


 
Posted : 04 Dec 2023 12H22
(@cso_arnaud)
Posts: 108
Active Member
Topic starter
 

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

regards,


 
Posted : 04 Dec 2023 13H14
(@marylene)
Posts: 592
Contributor Admin
 

Hello

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


 
Posted : 05 Dec 2023 13H00
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