Add Extrafields on PDF Models: Difference between revisions

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Tag: 2017 source edit
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Tag: 2017 source edit
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Go on the Complementary attributes (invoices) tab
Go on the Complementary attributes (invoices) tab
[[File:Invoices module setup.png|none|thumb]]
[[File:Invoices module setup.png|none|thumb]]
Put the all the mandatory fields, especially the Attribute code that will be used in the next chapters
Put the all the mandatory fields, especially the '''Attribute code''' that will be used in the next chapters


You should end up with something like that :
You should end up with something like that :
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Go on the Complementary attributes (lines) tab
Go on the Complementary attributes (lines) tab
[[File:Invoices module setup line.png|none|thumb]]
[[File:Invoices module setup line.png|none|thumb]]
Put the all the mandatory fields, especially the Attribute code that will be used in the next chapters
Put the all the mandatory fields, especially the '''Attribute code''' that will be used in the next chapters


You should end up with something like that :
You should end up with something like that :
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==Verification on the Invoices Module==
==Verification on the Invoices Module==
Clic on Billing|Payement and select New invoice
Clic on '''Billing|Payement''' and select '''New invoice'''


If you have created a Module complementary attribute, you should have that :
If you have created a Module complementary attribute, you should have that :
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If you have created a Line complementary attribute, you should have that :
If you have created a Line complementary attribute, you should have that :
[[File:Invoices module line extrafield.png|none|thumb]]
[[File:Invoices module line extrafield.png|none|thumb]]
=Create a new invoice template=
All the steps are describes there [[Create a PDF document template]]
* Open the '''core\modules\facture\doc\''' directory
* Copy the '''pdf_crabe.modules.php'''
* Rename the copy as '''pdf_my_template.modules.php'''
* Edit and make the following changes in the code:
# Rename 'class pdf_crabe' to 'class pdf_my_template'
# Rename constant '$this->name = "crabe";' to '$this->name = "my_template";
# Save file. Now the template will be available in the list of models in Dolibarr.
# Test this model (see previous section) before going further ...

Revision as of 15:05, 3 October 2019

This page give you some advises how to integrate complementary attributes (extrafields) into PDF models of Dolibarr.

This is a exemple and needs to be adapted to your needs. It is based on billing document but it will be the same for the others modules

Prerequisite

You can read the following links before, some paragraph will come from these pages :

Create a Complementary Attributes on Invoices Module

First you need to create your complementary attribute. This complementary attributes can be of two types :

  • Module complementary attribute
  • Line complementary attribute

Access to the configuration

Go on the Dolibarr application > Setup > Modules/Applications

Click on the parameter icon Cog.png of the Invoices module Then you can create Module or Line complementary attribute

Module complementary attribute

Go on the Complementary attributes (invoices) tab

Invoices module setup.png

Put the all the mandatory fields, especially the Attribute code that will be used in the next chapters

You should end up with something like that :

Invoices module setup Step 2.png

Line complementary attribute

Go on the Complementary attributes (lines) tab

Invoices module setup line.png

Put the all the mandatory fields, especially the Attribute code that will be used in the next chapters

You should end up with something like that :

Invoices module setup line Step 2.png

Verification on the Invoices Module

Clic on Billing|Payement and select New invoice

If you have created a Module complementary attribute, you should have that :

Invoices module extrafield.png

If you have created a Line complementary attribute, you should have that :

Invoices module line extrafield.png


Create a new invoice template

All the steps are describes there Create a PDF document template

  • Open the core\modules\facture\doc\ directory
  • Copy the pdf_crabe.modules.php
  • Rename the copy as pdf_my_template.modules.php
  • Edit and make the following changes in the code:
  1. Rename 'class pdf_crabe' to 'class pdf_my_template'
  2. Rename constant '$this->name = "crabe";' to '$this->name = "my_template";
  3. Save file. Now the template will be available in the list of models in Dolibarr.
  4. Test this model (see previous section) before going further ...