x Want to participate? Join the group to interact
  • State Verified Answer
  • +1 person also asked this people also asked this
  • Replies 6 replies
  • Subscribers 77 subscribers
  • Views 1855 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
stephenLan

Help with Merge to Word Coding

SOLVED
Posted By

Hi.

I'm using this code to display a Merge to Word button within an ASP file:

if( CRM.Mode == 2) {
if(true){
searchContainer.AddButton(CRM.Button("ButtonMailMerge", "NewDoc.gif", "javascript:document.EntryForm.TargetAction.value = 'NewWordDocument'; document.EntryForm.submit();"));
}

However, its not working quite right when it comes to storing the mail merge it within the companies' communication that follows.An unexpected event has occurred: EOleException: Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record.

I think it has to do with the Button. But I'm not 100% sure. 
Can someone let me know if the coding above is legit for Sage CRM v2018r3?

Thanks,

Stephan

Parents
  • +1
    verified answer

    You can find example code within the XXXXXLibrary.asp page that the Advanced Customization Wizard generates.

    var caption = "FileUpload";
    // The "FILEUPLOAD" string below is NOT  a CAPTION - it is a constant to indicate to the COM object that a FILEUPLOAD button is expected
    caption = "FILEUPLOAD";
    Container.AddButton(CRM.Button(caption, "FileUpload.gif", CRM.URL(343)+"&Key-1="+iKey_CustomEntity+PersonKey+CompanyKey+OpportinityKey+HasCommunication+"&PrevCustomURL="+List.prevURL+"&E=Project"));

    Container.DisplayButton(1)=false;
    if (true){
      Container.AddButton(CRM.Button("MergeToWord", "MailMergeDOC.gif", CRM.URL(542)));
      Container.AddButton(CRM.Button("MergeToPDF", "MailMergePDF.gif", CRM.URL(6101)));
    }
  • 0 in reply to Sage CRM

    Good Morning.

    I tried what you sent - however, I keep getting the following error:

    You must be in the context of a main entity if you want to create a new merge document. Open a record before clicking Start Mail Merge. Once you have done this, you can select or create a document to merge.

    542 - is probably the issue.
    What is the Act number for a SearchContainer?

    Let me know,

    Thanks,

    Stephan

Reply
  • 0 in reply to Sage CRM

    Good Morning.

    I tried what you sent - however, I keep getting the following error:

    You must be in the context of a main entity if you want to create a new merge document. Open a record before clicking Start Mail Merge. Once you have done this, you can select or create a document to merge.

    542 - is probably the issue.
    What is the Act number for a SearchContainer?

    Let me know,

    Thanks,

    Stephan

Children
  • 0 in reply to stephenLan

    Hmm.

    I checked and 542 is the correct ACT number to use after running this query:

    select * from custom_captions
    where capt_family = 'ActionNames'
    and capt_familytype = 'Tags'
    and capt_us not like 'Sage CRM%'
    order by capt_code desc

    ---

    Now I have no clue why this error is appearing: "You must be in the context of a main entity if you want to create a new merge document. Open a record before clicking Start Mail Merge. Once you have done this, you can select or create a document to merge."

    I think I have no choice but to use  "javascript:document.EntryForm.TargetAction.value = 'NewWordDocument'; document.EntryForm.submit();"));

    Let me know your thoughts on this.

    Stephan

*Community Hub is the new name for Sage City