英文:
Is there a plugin message I can intercept to modify the query used in quote print form generation?
问题
在我的Dynamics 365客户互动云实施中,我想要使用标准的“导出为PDF”功能。但首先,我想拦截并修改合并到模板中的数据。
是否有我可以使用的插件消息?
我尝试在报价和报价详细信息上使用Retrieve和RetrieveMultiple。我发现这些在文档生成中没有使用。
英文:
In my Dynamics 365 Customer Engagement cloud implementation I want to use standard "Export to PDF" feature. But first, I would like to intercept and modify the data that is being merged into template.
Is there a plugin message I can use for that?
I tried using Retrieve and RetrieveMultiple on quote and quotedetail. I found out those are not used in document generation.
答案1
得分: 1
没有插件消息可用于在文档生成中操作数据。
备选解决方案是利用自定义按钮,在Dataverse中进行必要的数据操作,保存并启动文档的生成。
以下是使用JS导出PDF的示例Web API调用:
https://www.richardawilson.com/2021/06/enable-export-to-pdf-button-ribbon.html
英文:
There is no Plugin message that can be utilized to manipulate data in Document generation.
Alternate solution is to utilize a custom button and do necessary manipulation of data in Dataverse & save and initiate generation of Document.
> Sample web api calls to export pdf using JS are given below
>
> https://www.richardawilson.com/2021/06/enable-export-to-pdf-button-ribbon.html
>
> https://2die4it.com/2019/08/20/generate-pdf-from-document-templates-in-cds-dynamics-365-ce-using-native-web-api-with-flow/
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