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Hi,
I would like to generate a report for all projects with their tasks but would like to generate a separate pdf file for each project with its subitems. I know the first part is easy but how can the second part be done?
I need ideas for this or is there any other solution.
Hi Ben,
Thanks for your reply.
Initially I was thinking of doing everything in Javascript as I didn't know that 'custom action' can be called from Javascript.
I am not familiar with OneCloud but here are the steps I can think of. Please correct my understanding..
- A custom action to develop that can generate the reports and attach to note entity (is it possible to upload to directly to onedrive or sharepoint ?)
- A button that will call Javascript which will call the custom action
- A flow task which can trigger on file creation in onedrive and converts the file to PDF. I think the following task can be used
flow.microsoft.com/.../automatically-convert-newly-added-onedrive-files-to-pdf
- finally, another flow task which will zip all the files and send to the user.
I am new to CRM that's why I have provided the steps in order to be clear on how this will be done..
Thanks
If you want a set of reports you will need to identify the reports that need to run and trigger them individually - I suspect that means you will need some business logic to identify all the subitems and trigger a report for each subitem.
You will also need to identify somewhere to store the subitem reports as they are generated until all reports are generated and converted to PDF if required.
We've done exactly that using an action to generate the reports (it then saves them as a note attachment inside the record) followed by a Flow task that is triggered on the creation of note records that takes the attachment saves it in OneCloud, uses Oncloud to convert them into a PDF and saves the PDF file in the designated folder.
Finally after the last report is created the final flow navigates to the onecloud folder, zips all the files up and sends them to designated recipient...
Thanks dear for your reply.
Actually, this is not my requirement as export to pdf option is already availabe once report is generated.
so let me elaborate this.
Normal scenario (functionality already available)
A report is generated for all projects with its subitem and then it can be exported to PDF.
Required scenario:
User needs pdf output for each project with its subitems in separate pdf file instead of a single file containing all projects.
e.g. user click on a button and system automatically generates and provide an option to download pdf files. It can be multiple files or a zip file containing multiple pdfs
thanks
There are a couple of different ways to achieve this. If you want to build the reports directly in CRM, there are a number of third party solutions that allow you to covert the report into PDF’s
appsource.microsoft.com/.../mtccrm.c8ba375b-6dfe-4205-9925-3cde6ec7f7b9
downloads.mycrmgroup.com/.../ePDF
The other option would be to build your reports within PowerBI which would be my preferred option as they give far more functionality than dynamics report. You can then use the export to pdf function in PowerBI.
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