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IFS Report with Word format (editable)

  • 9 February 2022
  • 2 replies
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I need to have a functionality to create Reports in IFS, but in an editable form (for example, in a Word doc).

Till the moment, we have created reports, based in Crystal, and necessarily are created in a .pdf form.

Is it possible to get this reports in an editable format?

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Best answer by Mathias Dahl 9 February 2022, 10:29

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Userlevel 7
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I think that you can create Quick Reports and select Excel as the output. That would be one option. Another is a bit different, it would be to create a document in Docman, connect that to relevant objects and, using a document macro, extract attributes from the connected objects and use those in the macro to fill in, say, a Word document.

There are some basic macro examples in the Docman documentation as well as an example on how to work with object attributes in macros.

Good luck!

 

Userlevel 2
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Hi @isujlk,

 

If you are using document management, you can check on macros and document templates. You can pass info to your template word file while creating  new document and format as you wish. After editing you can check in and by that feature you will have word file versioned and related with your business process object.