I’ve spent several hours trying to find a way to do this through custom fields & print formats… I’m sure it’s trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. ‘FORM XYZ.’ It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I’ve been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won’t work as I get a blank form; I can add it to the details page, but not the printed document.
I've spent several hours trying to find a way to do this through custom fields & print formats... I'm sure it's trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. 'FORM XYZ.' It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I've been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won't work as I get a blank form; I can add it to the details page, but not the printed document.
Attached is the Purchase Order print format with the text appended, and the Customer Issue print format that I see when I attempt to copy and add similar text. I hope this makes sense...
Thanks!
Tim
On Wed, Jan 23, 2013 at 9:25 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Tim,
Can you send us a screenshot of what you are trying to achieve? It will be much clearer.
I've spent several hours trying to find a way to do this through custom fields & print formats... I'm sure it's trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. 'FORM XYZ.' It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I've been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won't work as I get a blank form; I can add it to the details page, but not the printed document.
There "Standard" print formats are auto generated.
One easy solution is to create a Custom Field of type HTML and put the HTML code in "Options". Then the standard print format will display that field too.
On 24-Jan-2013, at 11:02 AM, Timothy Baker <ba...@gmail.com> wrote:
Absolutely, Rushabh-
Attached is the Purchase Order print format with the text appended, and the Customer Issue print format that I see when I attempt to copy and add similar text. I hope this makes sense...
Thanks!
Tim
On Wed, Jan 23, 2013 at 9:25 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Tim,
Can you send us a screenshot of what you are trying to achieve? It will be much clearer.
I've spent several hours trying to find a way to do this through custom fields & print formats... I'm sure it's trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. ‘FORM XYZ.’ It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I’ve been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won’t work as I get a blank form; I can add it to the details page, but not the printed document.
Thoughts?
Thanks for all your ongoing efforts!
Tim
<Customer Issue Print Format.jpg><Purchase Order Print Format.jpg>
Well, I feel a bit stupid now. I've tried dozens of permutations; text block, code, making it a mandatory field etc etc... I never tried 'options' as I assumed they were switches; drop-down choices or other formatting options.
It worked like a charm… I should have just asked earlier.
Thanks again, Rushabh.
t
On Wed, Jan 23, 2013 at 9:56 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Tim,
There "Standard" print formats are auto generated.
One easy solution is to create a Custom Field of type HTML and put the HTML code in "Options". Then the standard print format will display that field too.
On 24-Jan-2013, at 11:02 AM, Timothy Baker <ba...@gmail.com> wrote:
Absolutely, Rushabh-
Attached is the Purchase Order print format with the text appended, and the Customer Issue print format that I see when I attempt to copy and add similar text. I hope this makes sense...
Thanks!
Tim
On Wed, Jan 23, 2013 at 9:25 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Tim,
Can you send us a screenshot of what you are trying to achieve? It will be much clearer.
I've spent several hours trying to find a way to do this through custom fields & print formats... I'm sure it's trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. 'FORM XYZ.' It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I've been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won't work as I get a blank form; I can add it to the details page, but not the printed document.
Thoughts?
Thanks for all your ongoing efforts!
Tim
<Customer Issue Print Format.jpg><Purchase Order Print Format.jpg>
On 24-Jan-2013, at 12:02 PM, Timothy Baker <ba...@gmail.com> wrote:
Well, I feel a bit stupid now. I've tried dozens of permutations; text block, code, making it a mandatory field etc etc... I never tried 'options' as I assumed they were switches; drop-down choices or other formatting options.
It worked like a charm… I should have just asked earlier.
Thanks again, Rushabh.
t
On Wed, Jan 23, 2013 at 9:56 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Tim,
There "Standard" print formats are auto generated.
One easy solution is to create a Custom Field of type HTML and put the HTML code in "Options". Then the standard print format will display that field too.
On 24-Jan-2013, at 11:02 AM, Timothy Baker <ba...@gmail.com> wrote:
Absolutely, Rushabh-
Attached is the Purchase Order print format with the text appended, and the Customer Issue print format that I see when I attempt to copy and add similar text. I hope this makes sense...
Thanks!
Tim
On Wed, Jan 23, 2013 at 9:25 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Tim,
Can you send us a screenshot of what you are trying to achieve? It will be much clearer.
I've spent several hours trying to find a way to do this through custom fields & print formats... I'm sure it's trivial if you have access to the server.
We need to show a simple text block on each printed form with the internal document number, e.g. ‘FORM XYZ.’ It is the same for each type; not editable, just visible.
For most of the forms (purchase orders, sales orders, delivery notes etc), I’ve been able to add a little HTML to a custom print format for each, so when printing / previewing the FORM number appears at the bottom. This has worked everywhere except Customer Issues. Trying to copy the print format to create a custom won’t work as I get a blank form; I can add it to the details page, but not the printed document.
Thoughts?
Thanks for all your ongoing efforts!
Tim
<Customer Issue Print Format.jpg><Purchase Order Print Format.jpg>