CiviCRM Community Forums (archive)

Hi,
We are using CiviCRM version 4.2.6 and we are missing any option to use the theme/subject in print pdf letter.
When I create a new template for PDF letters, I can mark a special subject/topic for this template. Now I use this template to print a PDF letter. In the activities it is shown, that I produced a letter, but the subject/topic unfortunately not.
It would be great to use this function.

And furthermore we miss a possibility to type in a subject/topic direct when we produce a letter.

Is there any possibility to use this application – or are there any ideas to make it work?
If someone has a hint for us, we would be grateful.

hey freya:

can you reproduce this issue on the demo server. and give us the steps to do so

I dont think we treat subject special for activity, but maybe we should

lobo

Hmm following up with this (sorry for reviving a slightly old thread) - I could see this feature coming in handy.  In my case I'm trying to use advanced search to be able to target when membership cards are sent out, which could easily be identified by the "print pdf letter" activity having specific subject (as the dates of the activity i.e. print date are already stored). 

If the print pdf letter had either this or the template used (granted the template could be changed by the user), it would simplify immensely the workflow for several physical printing tasks.

When looking into this today, I was able to add a subject field to the "Print PDF Letter" form, and see it in the list of activities, by editing the following files:

CRM/Contact/Form/Task/PDFLetterCommon.php
templates/CRM/Contact/Form/Task/PDFLetterCommon.tpl

What I edited (could be posted to an issue/solution, if this covers the feature needed):
1) Add activity "Subject" field to the form in the php and tpl file
2) Add the "Subject" field value to the activity record update in the php file.

Other methods tried - I was also able to update the subject field on existing activity records by:
1) On the Activity tab, click view option, and then the "Edit" button on that activity view screen.  I could edit fields that appear for standard activities, like "Subject", "Campaign".  However, I needed to increase the "Kick Value", in CRM/Core/IDS.php in order not to have the submission rejected as being suspicious activity due to the "Details" field content.

2) Searching for activities, and then on the results, using the batch update option with a custom profile (that included activity fields like subject, campaign...).  This had no Kick Value issue.

Yes, thx Lobo, subject (optional) is good, will do.

Guy had expressed interest in adding a campaign field also:
http://forum.civicrm.org/index.php/topic,28624.msg122372.html#msg122372

Add this to the same issue?

As "Send Email" affects a different file set and test scenarios, I think it would be easier to work that as a separate issue.

Guy chatted with me yesterday about these features, and his post links, so we were able to see how they could be related.

Not to make this more complicated, but we also figured out yesterday that adding a custom field set to the Print PDF Letter form doesn't work (I tested this further after we talked Helen). Does it make sense to try to address this issue at the same time as well?

I've posted a patch to the issue link below that was made against 4.3.3, which is the version I think you were interested in trying out, Guy.  It was tested on a Drupal 7, Civi 4.3.3 installation.  If you are able to try it out, can you post any feedback to the issue?

http://issues.civicrm.org/jira/browse/CRM-12682