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Fleet Admiral
Fleet Admiral
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Open form with variable and persistent data

Hello.

Current work flow (not in SM) is - User opens Word document and copy-past there data from CI record of SM.

What do we need to do:

From opened CI press button that opened form with fixed data (data from word document) and with variables from current CI. Next step print it and back to current CI.

 

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Captain
Captain

As I understand is to create a new button to open a CI form with them correspond information and transfer that in a Word file and print it. Am I correct?

If you can clarify this, it’s going to be great. But I think that this can be perform with a JavaScript and I think that it’s going to be easier with txt files.

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Fleet Admiral
Fleet Admiral

That's right, but i dont need tranfer it to Word. Just open form and print it.

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Knowledge Partner Knowledge Partner
Knowledge Partner

As I understand you want to create the template the guy need to paste at word in SM. U can create a wizard, inside the wizard u populate a variable as u want and show it in the form used by the wizard; and u call the wizard from a button (do or action in pd).. got it?
Regards,
Breno Abreu

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Fleet Admiral
Fleet Admiral

Yes i need print my form from SM. This form contains only information i need.

I did try to use wizard, but wizard uses own form and my form as subformat, but i need print only my form.

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Knowledge Partner Knowledge Partner
Knowledge Partner

You can set the format used by Wizard at tab Usage. You can set the sub format to display and even the display screen (you can create a new ds that shows exactly the form you want...)
Regards,
Breno Abreu

If you feel this was helpful please click the KUDOS! thumb below!
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Fleet Admiral
Fleet Admiral

So, to just open my form from current opened form i should in DO for current form to set button to start wizard which opens created new DS where i set myform ?

 

Because USAGE tab have:

1) sub.format - if i set my form there then my form will displayed as subform (wizard's elements will be around my form)

2) FormName - have a drop down list (Small, Medium, Large,...)

3) display.screen

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Commander
Commander

In the displayscreen that you set for wizard you can set the form name that you want. This will make SM use your form without any additions.

HTH

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Fleet Admiral
Fleet Admiral

unfortunately, even if you use this method, the opened form (with HTML-view) can not be printed.

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Commander
Commander

Did you try to add the DO "Print" that is used for printing from some other displayscreen?

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Fleet Admiral
Fleet Admiral

This DO did add button "Print"

But this button do not send to printer anything. I press print and nothing happen.

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