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Change pdf file name for invoice

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Posted on by RadekM

172

Hello,

I try to change the file name for pdf invoices. I tried with printsettings but names are not changes still all files are 'show invoice'

Im using D365 FO. I put it in DP_EXT, maybe I should do it somewhere else ? WHen i put it into controller class report dont generate.

[ExtensionOf(classStr(PSAProjInvoiceDP))]
final class PSAProjinvoiceDP_Extension
{
    public static void main(Args _args)
    {
        SrsReportRunController          controller = new SrsReportRunController();
        SysUserLicenseCountRDPContract  rdpContract = new SysUserLicenseCountRDPContract();
        SRSPrintDestinationSettings     settings;
 
        // Define report and report design to use
        controller.parmReportName(ssrsReportStr(PSAProjInvoiceSZM, PrecisionDesign1));
        // Use execution mode appropriate to your situation
        controller.parmExecutionMode(SysOperationExecutionMode::ScheduledBatch);
        // Suppress report dialog
        controller.parmShowDialog(false);
 
        // Explicitly provide all required parameters
        rdpContract.parmReportStateDate(systemDateGet());
        controller.parmReportContract().parmRdpContract(rdpContract);
 
        // Change print settings as needed
        settings = controller.parmReportContract().parmPrintSettings();
        settings.printMediumType(SRSPrintMediumType::File);
        settings.fileFormat(SRSReportFileFormat::PDF);
        settings.fileName('Invoice.pdf');
 
        // Execute the report
        controller.startOperation();
    }

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Martin Dráb 237,801 Most Valuable Professional on at

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Doing such a thing in a data provider is indeed wrong.

You're also using a completely wrong contract. PSAProjInvoiceDP report uses PSAProjInvoiceContract, not SysUserLicenseCountRDPContract. It also has a specialized controller, PsaProjAndContractInvoiceController, with a plenty of business logic that you're currently skipping.

If you tell us more about your business requirement, we should be able to help you design a meaningful solution.

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RadekM 172 on at

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Indeed first of it I tried it in a extended class:

class ProjInvoiceControllerSZM extends PSAProjAndContractInvoiceController

Actually my goal is to change pdf name of project invoice (and in future sales invoice) so it refeer to invoice number.

It's confusing it all my invoices have the same name. So when I view a invoice I can export it to pdf or save it as pdf (based on local dev version where my report first is generated on screen and onpremise where it run as pdf) later on this need to work on cloud.

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Martin Dráb 237,801 Most Valuable Professional on at

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In which cases you want to change the name? You last paragraph mentions an export from the report viewer form, but it has nothing to do with your code, where you're trying to run a report in batch and generate a file.

Your last sentence sounds like all you need it to enable the new report viewer experience in your cloud environment. See Preview PDF documents using a PDF viewer for details.

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RadekM 172 on at

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I go to - Project management and accounting > Project invoices > select any invoce and press print > when I want to save the generated pdf file I want to have the invoice number not 'show invoice' or 'show invoice - finanse and operations' depending if i press print to pdf or download pdf

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Martin Dráb 237,801 Most Valuable Professional on at

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It'll display the report to screen and then you want to save it, right? If so, forget all the code above, because it's not related to what you want.

Do you want to get this working with the embedded PDF viewer (mentioned in my last reply) only or do you need to support the old HTML-based preview as well? I built a solution for the old viewer in the past, but I would avoid it these days when the embedded PDF viewer is taking over.

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RadekM 172 on at

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Then I should use the embedded PDF view. We will anyway run on cloud in 2-3 months

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Rahul Mohta 21,032 on at

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we have used an ISV Doccentric and it does good in this scenario

pls review and suggest

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Martin Dráb 237,801 Most Valuable Professional on at

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The name is determined in SrsReportPdfViewerForm.getPdfFileName(). If you look inside, you'll see that it takes either controller.parmDialogCaption() (if set) or controller.parmReportName()). Therefore you can influence the file name by changing these values at the right time.

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RadekM 172 on at

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I went back to this problem and tried to change these valuues but no reaction I can't find the right place/ time to change it..

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RadekM 172 on at

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@Martin Dráb i found one of your answers for sales invoice. Could youe please say me where is the right place for it so it not colides with printmgmtsetting ?

This is how it's normally done: SRSPrintDestinationSettings settings = controller.parmReportContract().parmPrintSettings(); settings.printMediumType(SRSPrintMediumType::File); settings.fileFormat(SRSReportFileFormat::PDF); settings.fileName('the file name you want'); Note that sales invoice uses print management, therefore make sure you apply your parameters after loading print management setup, otherwise it would be overwritten.

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