Greetings all!
I'm building a project in Base to generate and manage loan documents. I've done similar projects in Access but they were a long time ago and this one has a twist.
I have a form/subform which includes customer data in the main form and loan data in the subform. I would like the user to click a button on the form, which takes the currently displayed data, and generates a loan agreement based on a template Text document. Then, save the merged document as a pdf, and store the pdf as a pathname and/or in the database as a blob or other suitable object. Questions: 1) is this possible and 2) can the process be automated? I'd like to avoid having the user interact with the mail merge wizard etc. The template is over a dozen pages and includes an embedded spreadsheet amortization table (that's another story for now). Looking for suggestions and guidance on how best to approach this in Base.
Thanks,
Russ
Mail merge document from current row & generate pdf from it?
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- Posts: 7
- Joined: Tue Jul 16, 2013 4:28 am
Mail merge document from current row & generate pdf from it?
OO/LO BASE aficionado
Re: Mail merge document from current row & generate pdf from
Hello,
R
YesWinstonSmith wrote:1) is this possible
Yes, by code.WinstonSmith wrote:2) can the process be automated?
R
- MMove 1.0.6
- Extension for easy, exact positioning of shapes, pictures, controls, frames ...
- my current system
- Windows 10 AOO, LOLinux Mint AOO, LO
Re: Mail merge document from current row & generate pdf from
Without any macro coding it might be possible to do with "power filtering" (search this forum) and with Calc (not as beautiful as Writer but more flexible).
The filtered form's push button opens a Calc document with one or more import ranges bound to something like:
SELECT this, that, other FROM data, filter WHERE id=filter.id and filter.row=0
The filtered form's push button opens a Calc document with one or more import ranges bound to something like:
SELECT this, that, other FROM data, filter WHERE id=filter.id and filter.row=0
Please, edit this topic's initial post and add "[Solved]" to the subject line if your problem has been solved.
Ubuntu 18.04 with LibreOffice 6.0, latest OpenOffice and LibreOffice
Ubuntu 18.04 with LibreOffice 6.0, latest OpenOffice and LibreOffice
Re: Mail merge document from current row & generate pdf from
Hi,
Steps 1 and 2 can be done, as Villeroy wrote, without a makro, by pushing one buttton.
If you'd like to have done step 1 to 4 by pushing one button, you need code, and that's how i understood your question.
R
WinstonSmith wrote:the user to click a button on the form,
- which takes the currently displayed data,
- and generates a loan agreement based on a template Text document.
- Then, save the merged document as a pdf,
- and store the pdf as a pathname and/or in the database as a blob or other suitable object.
Steps 1 and 2 can be done, as Villeroy wrote, without a makro, by pushing one buttton.
If you'd like to have done step 1 to 4 by pushing one button, you need code, and that's how i understood your question.
R
- MMove 1.0.6
- Extension for easy, exact positioning of shapes, pictures, controls, frames ...
- my current system
- Windows 10 AOO, LOLinux Mint AOO, LO
-
- Posts: 7
- Joined: Tue Jul 16, 2013 4:28 am
Re: Mail merge document from current row & generate pdf from
Thanks for the responses. My thought was that entire process be automated. Where can I find examples of OO Basic code and/or learn how to accomplish these steps?F3K Total wrote:Hi,WinstonSmith wrote:the user to click a button on the form,
- which takes the currently displayed data,
- and generates a loan agreement based on a template Text document.
- Then, save the merged document as a pdf,
- and store the pdf as a pathname and/or in the database as a blob or other suitable object.
Steps 1 and 2 can be done, as Villeroy wrote, without a makro, by pushing one buttton.
If you'd like to have done step 1 to 4 by pushing one button, you need code, and that's how i understood your question.
R
OO/LO BASE aficionado