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Add PDF template functionality to more modules automatically

Open SinergiaCRM opened this issue 2 years ago • 2 comments

Issue

The PDF Templates functionality only applies to six modules, not being active in other existing modules in the CRM by default or being added automatically in modules created later.

Expected Behavior

The functionality of the PDF templates is applied to the modules that are added to the menu, whether they are CRM modules or custom modules

Actual Behavior

The PDF Templates functionality only applies to six modules

Steps to Reproduce

  1. Go to the PDF templates module and access the editing view of a template
  2. Check that in the Type field only six modules appear by default

Context

We do not have this functionality in the rest of the CRM's own modules or in the custom modules

Your Environment

SuiteCRM Version used: Version 7.12.6 Browser name and version: Versión 100.0.4896.88 (Build oficial) (64 bit Environment name and version: MySQL, PHP 7 Operating System and version: Ubuntu 20.04

SinergiaCRM avatar Jul 26 '22 19:07 SinergiaCRM

Hello, by default suite incorporates the 6 modules mentioned. You can add more modules from studio by editing the 'type' drop down list.

As value you must add the module as it was created. For example: Tasks module:

  • Value: Tasks:
  • Name: Pdf tasks

SuiteCRM

kunanSA avatar Aug 01 '22 13:08 kunanSA

Thank you @kunanSA,

In addition to adding the module in the type field of the PDF template, we need the actions to appear in the list and detail views.

We have proposed a PR to solve this automatically, in case you want to see the proposal or review it: https://github.com/salesagility/SuiteCRM/pull/9692

SinergiaCRM avatar Aug 01 '22 14:08 SinergiaCRM