Up to now I have done the following and got it to work:
1. Create custom c# workflow that accept a quote.
2. Create a workflow that calls my custom workflow from a quote.
3. Run a quote report and add it as an attachment to the quote (in the notes section).
All of this is working fine. I can get my report attached to the entity in pdf format. The problem is though, I want to reduce the number of clicks to get the actual pdf downloaded. The ideal will be to run the workflow and after the pdf
is build a save dialog box should appear on the user's screen.
The piece of code to render the pdf is as follow:
try
{
reportresult = rg.Render("/ProkonCRM_MSCRM/Quote", FormatType.PDF, parameters);
}
catch (Exception ex)
{
throw new Exception("ReportResult error: " + ex.Message);
}
QueryExpression RelatedQuotesQuery = new QueryExpression
{
EntityName = "quote",
ColumnSet = new ColumnSet("quoteid","name", "quotenumber"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "quoteid",
Operator = ConditionOperator.Equal,
Values = {
context.PrimaryEntityId.ToString() }
}
}
}
};
DataCollection<Entity> Quotes = service.RetrieveMultiple(RelatedQuotesQuery).Entities;
Entity Quote = Quotes[0];
Entity attachment = new Entity("annotation");
attachment["objectid"] = quote.Get<EntityReference>(executionContext);
attachment["filename"] = Quote["name"].ToString() + "-" + Quote["quotenumber"].ToString() + ".pdf";
attachment["subject"] = Quote["name"].ToString() + "-" + Quote["quotenumber"].ToString();
attachment["documentbody"] = System.Convert.ToBase64String(reportresult);
attachment["mimetype"] = "application/pdf";
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