[SalesForce] customize create pdf on quote based on a field on Quote

I have a custom field on quote which is a checkbox. I need a way to allow or disallow the pdf creation based on this field

If the checkbox is true then only allow the create pdf to fire otherwise give a alert to say need to set the checkbox to true.

Is there a way to call the standard functionality of create Pdf button? I can check the custom field value on Quote in javascript and based on it call the create pdf button functionality.

Any ideas how we can achieve this?

Best Answer

Do you have a custom controller for your Quote PDF generator? If not, you can easily create one by creating an extension of the existing one that has a boolean object linked to a checkbox. If the checkbox is true, then the PDF is created, if it's false, then the PDF is aborted. Before any work is done, the controller checks the status of the custom boolean object.

I'm sure you could similarly add that kind of logic into the VF page by adding a validation rule to the checkbox, but I've never done it that way myself. Or, as you've suggested, this could also be done via JavaScript by checking the state of the checkbox.

Related Solutions

[SalesForce] HTMLElement.click() not working in IE10 for custom button

After digging deeper into the standard Create PDF button, I discovered a hidden anchor element that contained the actual JavaScript call for selecting a template. I modified my code to click this anchor tag instead, using jQuery.

$(".chooseTemplates")[0].click();

[SalesForce] How to attach the visualforce page pdf

On the attaching the PDF part of your question, you can connect your button to a controller method as described in e.g. Call Apex Class From A Custom Button.

To generate the PDF and attach it you can use the getContentAsPDF method and insert the Attachment:

global class MyClass {
    webservice static void attachPdf(Id customObjectId) {
        PageReference pr = Page.YourPageName;
        // Add parameters (if any) passed from the custom button or queried locally
        pr.getParameters().put('id', ...);
        insert new Attachment(
                ParentId = customObjectId,
                Name = 'Whatever Name You Want',
                Body = pr.getContentAsPDF(),
                ContentType = 'application/pdf'
                );
    }
}

Best Answer

Related Solutions

[SalesForce] HTMLElement.click() not working in IE10 for custom button

[SalesForce] How to attach the visualforce page pdf

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