Adding documents programatically

[FusionFrog]

Hello,

I am using the CE 5.1 version and have been tasked to auto create a PDF document in the document module upon creation of a quote.
The quote module now creates its own pdf document and puts it in sugar_root/pdf_documents. A relationship between quotes and documents has been setup.

The challenge I have now is to pass parameters to the document module and a link to a file that exists on the server.
The result should be an entry in the document subpanel in the details of the quote.

Can anyone suggest a solution.

Thank you in advance.

Tom

[andopes]

Hello,

I am using the CE 5.1 version and have been tasked to auto create a PDF document in the document module upon creation of a quote.
The quote module now creates its own pdf document and puts it in sugar_root/pdf_documents. A relationship between quotes and documents has been setup.

The challenge I have now is to pass parameters to the document module and a link to a file that exists on the server.
The result should be an entry in the document subpanel in the details of the quote.

Can anyone suggest a solution.

Thank you in advance.

Tom

Hi Tom

That seems to be a good implementation! Congratulation!
It is not clear for me how you are going to pass parameters to the document.
Can you provide us a well detailed work flow you are imagining to accomplish all these tasks?
This way we can help you suggesting some implementation.

Regards

[FusionFrog]

Hi André,

Thank you for you response. I am not sure what the best method is to pass information to the document module. This is what I am asking about. I have modified the quotes DetailView.php module to accept a $_SESSION['save_pdf'] flag which triggers a PDF to be created then redirects back to it self without the flag to display the details. The result then might be:

* A quote with the name "Sample Quote" - Quote # 081105110033
* a PDF document located on the web server named "pdf_documents/Sample Quote-081105110033.pdf"

If I were to do this manually I could
1) Download the PDF from the server do my desktop
2) View the details of the quote and select 'Create' in the document Sub Panel
3) Enter the Document Name/Version/Publish date and upload my PDF from my desktop.

Is there a way to do the above steps automatically?

Thanks
Tom