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Insert attachments into Report PDF

  • Nov 23, 2021 2:56 PM UTC
  • 3 replies
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Do Gooder (Customer)
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Hi,

 

We need to insert all the documents attached to an invoice (DocMan attachments) at the end of the PDF created when printing the invoice. So, when user print the invoice, the PDF being created will have the invoice (the report) and all the attachments (all in one PDF file).

Is this possible to be done using a configuration? (App9)

or Is it possible via a customization?

 

Thank you in advance!

 

Regards,

Rajika.

Best answer by MitDenukN

Hi @OMRRAJIKA, If you you are going to attach some constant documents for the report, you can use report rules to do this requirement (please refer the attached post in Janandi’s comment). But if you need to attach invoice specific documents you might need to go for a customization.

 

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    3 replies

    Janandi Vishaka
    Hero (Former Employee)
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    Hi,

    You can setup pdf inserts using report rules. 
    Refer below post also

    Best Regards,

    Vishaka

      Hero (Partner)
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      • MitDenukN
      • Answer
      • Nov 24, 2021 12:23 PM UTC

      Hi @OMRRAJIKA, If you you are going to attach some constant documents for the report, you can use report rules to do this requirement (please refer the attached post in Janandi’s comment). But if you need to attach invoice specific documents you might need to go for a customization.

       

      Do Gooder (Customer)
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      • OMRRAJIKA
      • Author
      • Do Gooder (Customer)
      • Nov 24, 2021 1:21 PM UTC

      Thank you @Janandi Vishaka , @MitDenukN !!

      We need the solution to insert documents to PDF dynamically. That is, whatever the documents attached to the invoice being printed. Therefore standard PDF Inserts doesn’t work.

      Thank you for your inputs!

      Regards,

      Rajika.

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