Mail Merge Reports

Hi,

We don't quite understand the problem that is happening. You say that there is no upload button in record editing, but there is no upload button in the component. To upload a template, select the template with the Browse button, and then save the record with the Save button. If you want to replace a template, edit the record again, delete the template with the Delete button (next to the link to the uploaded document) and repeat the previous process (Browse button and Save button).

If the problem is, as we have understood it, that after the previous steps the file is finally not saved, it will typically be a permissions problem. You have to check the permissions of the '/document_templates' directory, which is where the files are uploaded by default.

To test it, you can use the 'Available variables list & Generate basic template' process to have a template generated automatically. This process already takes care of creating the record, saving the template and associating it with the new record. In case that process fails, and creates the record without saving the template, you should check the permissions of the directory '/document_templates', so that the user running SugarCRM (the server user) can write to that directory to save the file.

Finally, we don't have a SuiteCRM 7.8.10 installation ready to test it at this time, but we have retested version 2.5.12 of the component with SuiteCRM 7.8.3 and it works fine.

Regards

Dear Izertis team,

I am glad that we finally got in contact.

Directory "document_templates" is located within the SuiteCRM directory structure and owned by the Apache user and group. Originally it had permissions 770, which in my opinion would be perfectly fine for the Apache user. In order to be on the safe side, I changed directory permissions to 777. Unfortunately, it made no changes. After selecting the local template file, I can save the template record. The record saves, but the file still doesn't get uploaded.

Regards, Wolf

Update: I also changed in config_override.php parameter

$sugar_config['DHA_templates_dir'] = 'document_templates/'; to $sugar_config['DHA_templates_dir'] = '/opt/bitnami/apps/suitecrm/htdocs/document_templates/';

It doesn't make a difference. What also irritates me - even in loglevel "Debug", suitecrm.log doesn't show any entry.

Update 2: The SuiteCRM directories and files are located within /opt/bitnami/apps/suitecrm/htdocs/ The document template folder is located at /opt/bitnami/apps/suitecrm/htdocs/document_templates/

I did try as well to change an existing record with an alreayd associated template file:

If you want to replace a template, edit the record again, delete the template with the Delete button (next to the link to the uploaded document) and repeat the previous process (Browse button and Save button).

Unfortunately, it didn't work - I was able to remove the "old" template, but replacing it failed as well.

Hold the press...

I just did a new installation of SuiteCRM 7.8.10 on Ubuntu Server 16.04 LTS (but without the Bitnami stack) and now it seems to work. I am running out of time tonight but will check back on Friday (13/04/2018).

Oh, (not so) well: It still doesn't work. The permission structure of directory document_templates is: drwxrws--- 2 www-data www-data 4096 Apr 11 21:42 document_templates

Comparing with your SuiteCRM 7.8 system, is it what it is supposed to be?

Next update: I have executed your Linux file system permissions tips from the readme file. Unfortunately, no behavioural change - the template files are still not uploaded.

The dir_mode/file_mode changes from the readme file also showed not impact.

Hi there,

Sorry but we are very busy this days... we will review your case asap.

Regards,

Anabel

This case can be closed. Nevertheless, it remains unresolved up to now. We have given up, at least on the SuiteCRM installation based on the Bitnami stack. It seems as if Mail Merge Reports is incompatible and this can not be resolved.

We reinstalled on plain Ubuntu 16.04 LTS with a normal repository-based LAMP stack. Now Mail Merge Reports module seems to work better.