I would like to be able to print the Criteria information that I used in the footer of the PDF of a Saved Search. I have tried looking at making an Advanced PDF to handle this, but I cannot find the field to pull in the criteria information into either the Saved Search or the Advanced PDF. Any assistance would be greatly appreciated.
Edit: I have created a Saved Search in NetSuite that displays all of the Inventory Receipts made the previous week. We have to print this Saved Search and check it against the actual paper receipts to verify counts and receipts. When the Saved Search prints to PDF it does not show the criteria information for which the Saved Search was run to prove to Internal Audit that we have run this report for the correct dates. I would like a way to print the Criteria information for this Saved Search along with a timestamp of when the Saved Search was run and the users that ran the Saved Search. Is there a way to pull in this additional information in a Saved Search or Advanced PDF somehow?
add a custom Print button
button goes to a suitlet that renders the PDF
before you render, load the search and pass the search.filters in to addCustomDataSource() api of the render module
Ok, I read your edit and comment with regard to my comment. There's three big things here.
I don't think you should pursue a dev route with this. You can schedule the report for automated email once a day and prove that it came from a saved search which is the same saved search every time. This will save you an infinite amount of hassle
Developing this as your first script is going to be hard. I'm happy to help. But when I tell you it's going to be a lot of code, I mean it. See this old post I did https://stackoverflow.com/a/61066928/11323304
If you still want to pursue a dev route with this (which is totally fine), start with emulating the user event code on a custom suitelet like I posted above in my answer. You're going to need N/serverWidget/ui N/search and N/xml. The rest is all in the UserEvent functions and global context variable.
If all this still goes well over your head. Don't sweat it. Comment back, and we'll build something step by step. But, I highly, highly, highly encourage you to check out the automated email capabilities of NetSuite before trying to develop something special.
Related
I've created a form with some fields for users to enter data, and a button to submit them and run some functions, then display the results on the same page (without having to store it to the database).
Now I would like to add a button (view/download as PDF) to have the page generated as a PDF file, so that the user can save the results.
But I'm having trouble retrieving the entered data, even they are still displaying on the page. They don't seem to be stored in the variables (or I don't know where to look).
I've read that if using modelForm I can call the .save function and save data to the database. But for this app I don't really need a database (it's more like an one-off calculations). So I would like to know if there's any way to:
Get the entered data directly while they are still on display (after submitting the form).
Generate a PDF directly from what's on the page (like the print function that most browsers have, but with some customization such as without the headings and navigation bars).
Is there a way to do this? I've been searching a lot and can't seem to be able to find an answer. I'm still very new to Django and programming in general so please forgive me if I'm asking silly questions. Thanks very much in advance.
I need to use the "repeat options" subform in the mail file in an application that tracks our implementations.
I have looked at the code behind this in the mail file, but it is way too complex for my needs, as I just want the whole logic on how to get the various dates/times I need to create a document for. I have seen some calls to a method, generateRepeatDatesExt(), but I did a search and couldn't find any trace of it.
Anyone knows where that thing is hidden? Or better, anyone has a sample app that creates repeating dates that use the repeat options found in the mail file?
Any help, pointers, samples are welcomed!!!
Thanks a lot...
I found a really nice demo application that does exactly what I need, and it was done by Julian Robichaux a while back. Details and sample file can be found here: http://www.nsftools.com/tips/NotesTips.htm#repeatdates
I was playing around with run With Document Context almost the whole day. Maybe someone can help to find me a feasible solution.
If i run the agent in before page load / before render response / query Open Document event i am able to pass values back to the xpage without saving the document. I tried also to save the document but it didnt help.
Beside these two events i didn't find a way to call the agent and bring the values from the lotus notes agent back. Can anybody think of an event that would work?
Calling an agent does work from anywhere you can call SSJS. Some considerations are on my blog.
However there is one big, big caveat: when you try to use a document (saved or unsaved) that is bound to a datasource in your current XPage, then the values in the datasource will overwrite the changes in the backend document. This could be your issue?
As David suggests: use SSJS & Java. It is less work than you might fear and you can pay down some technical debt
How about just creating a new Domino document, put the fields on it that you want to send, call your agent, and then get back those fields. Then populate whatever you need to on the XPage (getComponent("name").setValue(value).
There is no need to save this temporary document and it will just end up going away when your code runs.
I have a request form I'm working on, wherein different departemnts need to be able to update it. To minimize overlap and lost changes I'd like to be able to submit data from the new form to different lists, but I cannot find a way to do this.
Does anyone have any experience trying to do anything similar?
If you're familiar with JQuery andSPServices I could envisage a way to do this.
In the EditForm.aspx, add the JQuery and SPServices libraries. using the $.(document).Ready function, I'd do a quick item update with the SPServices and just copy a column with the same data, so in effect no change looks to have taken place. I'd add in the edit comments something like "Pseduo checkout to [name], [date_time]".
Then allow the user to edit the form as normal but in the code you've added, you trap the PreSave Action and check that the person trying to do the save is the same as the last modified - if it is, save as normal, otherwise, return false on the PreSave and it will be denied. When you actually allow the save, set the edit comments to something sensible.
To complete this, check before doing the pseudo checkout, that the last comments don't contain the psuedo checkout phrase so that you can prevent anyone opening/editing the form whilst somebody else is in the middle of an edit.
This gives a cheap and relatievly easy to implement Check-In/Check-Out for a list. Not perfect of course but should work well in most scenarios (not in datasheet though, so you might need to prevent that type of edit).
If you have two lists would you not then have the problem of potentially two requests for the same thing?
Does none of the version control options for the list solve the problem of potentially multiple concurrent editors?
While SPService is certainly a solution, but you will have to build a UI of ur own.
Try writing a event receiver, which can copy over item to another list as soon as it is created.
It will be nice if you can tell why you really want to have a copy of item in another list
i.e. Auditing purpose etc. , you can get a perfect solution for this in Forum
I have a custom list which has customized edit and new forms which were required by the user.
I then tried to add a new item to a folder (folders have the text of the year e.g. 2010) and when I click save on the customized new form it saves correctly but always to the root of the list.
I am wondering if there is a fix or a work around for this as it is highly annoying.
Alternatively can anyone recommend a way to implement a field which will auto calculate + 1 year from creation date, which might be a possible alternative however it will have to take into account the following.
Where the current year runs october to september.
Thanks for any help this has been driving me mad trying to find a solution.
Can't help much without knowing what you based the custom form on, but for a new form the folder to save to usually shows up in the query string.
The form is a basic custom form list which I have then just modified parts to remove fields that are not required or need to be read only.
The original form worked perfectly and allowed items to be added to the list subfolders.
The new one has no additional code and is using the standard sharepoint DataFormWebPart to create the custom list form and so I have no back end code to insert the item etc, although I may have to resort to this...will I?
You need to be careful when modifying standard forms. I recommend you go back to a copy of the standard form and verify that that saves correctly. Remove the "unneeded" fields until it stops working.
Sometimes with this sort of customisation you need to use css rather than server side changes to modify the form so that the functionality remains in place after the component is hidden.
It is definitely not an issue with the removal of fields as I created a new copy of the original and then changed it to a custom field saved it and tried to add an item.
It went straight into the root.
I tried the original form and it saves to the sub folder correctly.
Okay only work around I have for this at moment (I am currently in discussion with MS) is this.
http://blogs.msdn.com/sharepointdesigner/archive/2007/06/13/using-javascript-to-manipulate-a-list-form-field.aspx
I used the method getTagFromIdentifierAndTitle(tagName, identifier, title)
This returned the element I was after and then I basically went to the row dom node and deleted it.
I am hoping to have a nicer method but at least it is a work around for now.