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ProjeQtOr free project management software - Export personalized - ProjeQtOr

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Export personalized

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29 Nov 2023 16:38 #1 by CSO_Arnaud
Export personalized was created by CSO_Arnaud
Hi,
how export in personalized word file a list of contacts from a projector object as in standard PDF export ?

thanks
 

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29 Nov 2023 17:21 #2 by babynus
Replied by babynus on topic Export personalized
With Template Report plugin.
Babynus
Administrator of ProjeQtOr web site

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29 Nov 2023 17:27 #3 by CSO_Arnaud
Replied by CSO_Arnaud on topic Export personalized
Of course,
I used Template Report plugin

But what is the field? the name ?
can you give me an example for the list of contact for customer object ?

Thanks

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30 Nov 2023 08:52 #4 by Arkhanje
Replied by Arkhanje on topic Export personalized
Hello 

we need to know which contacts exactly you want to export and on which element. Depending on the list of individuals to be exported, this changes everything.

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30 Nov 2023 09:06 #5 by CSO_Arnaud
Replied by CSO_Arnaud on topic Export personalized
Hi,
I will explain my overall need, .

I would like to be able to add customer contacts list, internal users list to a projector object and export both lists (and other classic fields) via the plugin.

I think the best solution will be use the project object?

Do you have any other ideas?

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30 Nov 2023 09:51 #6 by Arkhanje
Replied by Arkhanje on topic Export personalized
Do these lists exist? that of the client, on which element? the project ? the client field is not used on all ProjeQtOr objects... ditto for the others.
So apart from advising you to retrieve the correct field codes in the plugin details...

 

and if the lists do not exist, you will have to create them from another plugin, the screen customization
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