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PDF maker in Customer Portal
#1
I have PDF maker installed and we use it in main corebos with no issues.
If i click on download pfds (invoices,quotes, etc..) within CUSTOMER PORTAL the template picked up by default is the default corebos and no pdf maker.
how could i select the pdf maker templates on customer portal?

txs
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#2
If you go to coreBOS Settings -> Module Manager -> PDFMaker -> Settings, you will find an option called "Extensions" here you have not to download the files, you have to read the txt to add some lines and function on the files that this txt indicate you. You have to do this, because coreBOS is not Vtiger and is easy that these files have been modified and if you replace them you can break something.

Here is the link to the txt manual: http://yourcoreboscrm/index.php?module=PDFMaker&action=downloadfile&parenttab=Tools&extid=CustomerPortal&mode=manual

Note: We have never tried it, so I'm not sure if it will work or not. But seeing the files you have to modify, I think that you have not any problem.
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#3
The instructions Omar posts above are for the vtiger CRM native customer portal. You are using one of the two supported portals for coreBOS, so those steps do not apply.
Our customer portals did not support PDFMaker because our webservice interface didn't support it. After reading this issue I thought that it was a good idea so I added it. I added the change which Omar indicates, in case anybody wants to use it in the vtiger crm portal and I added it into our webservice with support also for the openoffice PDF generator.

On the latest version you can indicate which system you want to use with the global variable CustomerPortal_PDF and even which template to use for each module.

So, you will need to upgrade to get this functionality
Joe
TSolucio
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#4
(07-13-2017, 08:28 AM)joebordes Wrote: On the latest version you can indicate which system you want to use with the global variable CustomerPortal_PDF and even which template to use for each module.

Hi Joe,

I tried to add the global variables and assigned them to the API User I set up for the CP. However it still uses the default VTiger PDF generation which I would like to avoid.
[Image: Screenshot%202018-01-06%2021.30.51.png?dl=0]
Any hint for which settings to use?

Thank you.


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#5
There are two variables that have to be set for this to work. First CustomerPortal_PDF to indicate where you want to get the PDF from, then you have to set the variables:

CustomerPortal_PDFTemplate_Invoice/PurchaseOrder/Quote/SalesOrder

to point to the template ID you want it to use.

Do you have both variables set?
Joe
TSolucio
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