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Thread: Create PDF and attach to email

Mike
Posts: 1

Create PDF and attach to email Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Aug 06 2:14 PM

I have a quote application in SLX 6.2.2 where I need to create a PDF of the quote and attach it to an e-mail when a button is clicked.

Does anyone have any suggestions and/or sample code to accomplish this?

Thanks,

Mike

[Reply][Quote]

Kevin Fullerton
Posts: 1

Re: Create PDF and attach to email Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Aug 06 1:35 AM

Mike,

I'm working on something similar, and the solution we've come up with which may not be the prettiest but it works is to launch an Excel template for the quote, pre-fill the information from the Opportunity, save and then use CutePDF Writer to generate a PDF file all from one VBScript in SalesLogix

[Reply][Quote]

David Nunnally
Posts: 206

Re: Create PDF and attach to email Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Aug 06 8:13 AM

We use DynamicPDF™ Generator v3.0 for COM/ActiveX. It is much faster than spawning a word or excel document and looks much better. You can use any COM. What I do is create the document and automatically save it as an attachment. The users click a button to create it. The get a msgbox that tells them it is complete and attached to the opportunity. They then click the attachment tab and rmc the document and email it. I have also have done it straight to the email and to the screen as well. I have also used easyPDF in SLX to do the same.

[Reply][Quote]

Kris Halsrud
Posts: 88

Re: Create PDF and attach to email Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Aug 06 8:49 AM

You can also use the standard Crystal reporting engine in SLX accessed through code using the Crystal RDC to export the report to PDF format and then email the output.

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Create PDF and attach to email Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Aug 06 1:38 PM

As Kris mentioned, your best route is to use Crystal RDC. SalesLogix has a built in function to get an RDC object for a specified report. (IIRC it is Application.BasicFunctions.GetReportRDC). Once you have the RDC object it is quote simple to export the report to PDF and do whatever you want with it (including attach it to an email).

You can find the RDC developer docs on this site. See http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=29

-Ryan

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