Showing posts with label Quote PDF. Show all posts
Showing posts with label Quote PDF. Show all posts

Monday, August 1, 2016

Salesforce PDF Viewer with custom PDF page

1. First create a apex class with following contents:

global with sharing class QuoteCustomPdfGenerator {
    private ApexPages.StandardController sc;
    public Quote q {get; private set;}
    public String id {get; private set;}

    public QuoteCustomPdfGenerator(ApexPages.StandardController controller) {
        this.sc = sc;
        this.id = ApexPages.currentPage().getParameters().get('Id');
        this.q = [SELECT Id,Name From Quote WHERE Id=:this.id];
    }
    
    public PageReference viewPdf() {
        return null;
    }

    webService static String createQuotePdf(String Id) {
        try {
            PageReference pageRef = new PageReference('/apex/QuoteCustomPdfView?Id='+Id);
            Blob content = pageRef.getContent();
            QuoteDocument doc = new QuoteDocument(Document = content, QuoteId = Id);
            insert doc;

            return 'SUCCESS';
        } 
        catch(exception ex) {
           System.debug('--- Error ----------'+ ex);
           return ex.getMessage();
        }
    }
}

2. Now create a visualforce page with following contents (Name of visualforce page="QuoteCustomPdfView"):

<apex:page standardController="Quote" extensions="QuoteCustomPdfGenerator" action="{!viewPdf}" renderAs="pdf">
    This is my custom pdf for the quote=[[{!q.Name}]]
</apex:page>

3. Create a local js file with following contents:

function SaveQuoteAsCustomPDF(quoteId) {
    try {
        var res = sforce.apex.execute("QuoteCustomPdfGenerator","createQuotePdf",{Id : quoteId});
        if(res=='SUCCESS') {
            window.location.reload();
        }
        else {
            alert('Error in attaching file ----'+ res);
        }
    }
    catch(er) {
        alert(er);
    }
}

4. Upload the js file in static resource section with name = "SaveQuoteAsCustomPDF".
5. After upload done click on view and copy the url from browser.
6. Now create a custom button under Quote section in setup with following configurations
6.1: "Display Type" = "Detail Page"
6.2: "Behavior" = "Execute JavaScript"
6.3: "Content Source" = "OnClick JavaScript"
6.4: Put the following contents in the box below:

{!REQUIRESCRIPT("/soap/ajax/24.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/24.0/apex.js")}
{!REQUIRESCRIPT("/resource/1470022474000/SaveQuoteAsCustomPDF")} /* Location from step 5 */

var pdfOverlay = QuotePDFPreview.quotePDFObjs['quotePDFOverlay'];
pdfOverlay.dialog.buttonContents = '<input value=\"Save Quote As PDF\"  class=\"btn\" name=\"save\" onclick=\"SaveQuoteAsCustomPDF(\'{!Quote.Id}\');\" title=\"Save Quote As PDF\" type=\"button\" /><input value=\"Close\"  class=\"btn\" name=\"cancel\" onclick=\"QuotePDFPreview.getQuotePDFObject(\'quotePDFOverlay\').close();\" title=\"Close\" type=\"button\" />';

pdfOverlay.setSavable(true);
pdfOverlay.setPDFContents('/apex/QuoteCustomPdfView?Id={!Quote.Id}',null,null);
pdfOverlay.display();

7. Add the button in quote page layout.
8. View details of a quote & click the button you added on step 7.