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Questions Easy way to convert body of tasks to readable text for GI

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Ian Cook 4 years ago
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Ryan Brown @xByte Hosting
Posts: 84
 Ryan Brown @xByte Hosting
Topic starter
June 13, 2019 2:18 pm
(@ryanxbyte)
Estimable Member
Joined: 6 years ago

Is there any easy way to convert the body text from a task into a readable format that shows well in a GI?

We were able to create a SQL function to strip out the HTML, a SQL View containing the stripped code, and then added that object to Acumatica.  It works, but I was hoping for something more native to Acumatica.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 1, 2019 10:14 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Not that I know of, but that would be really handy.


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Royce Lithgo
Posts: 557
 Royce Lithgo
July 3, 2019 3:46 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Perhaps if you posted a sample to the text you are talking about.


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Tim Rodman reacted
Posts: 9
 scottgaspar
September 30, 2020 7:12 am
(@scottgaspar)
Active Member
Joined: 5 years ago

Ryan,

We need to know how to do this!!!  We have a client ready to abandon implementation of Acumatica if we cannot accomplish this, and the response from Acumatica has been less than helpful, even though the request for this ability has been frequent from many partners and customers. 


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Gabriel Michaud
Posts: 60
 Gabriel Michaud
September 30, 2020 7:53 am
(@gabriel)
Trusted Member
Joined: 5 years ago

Converting HTML to plain text is possible. One could add a new field to the DAC through customization that dynamically converts the data. The resulting field can be bound to any report or inquiry.

I can create and share a pure Acumatica example. Scott - do you also need it for the task description field or something else?

 

 


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Gabriel Michaud
Posts: 60
 Gabriel Michaud
September 30, 2020 10:41 am
(@gabriel)
Trusted Member
Joined: 5 years ago

Here you go. The following inquiry shows the HTML Activity details and the resulting value converted to plain text:

Screen Shot 2020 09 30 at 11.38.35

 

I created a generic attribute that can be used anywhere there's HTML; you just need to decorate the field with the HtmlToText attribute and specify which field needs to be converted. You can then use the plain-text field in any report or inquiry:

Screen Shot 2020 09 30 at 11.40.31

 

Acumatica already ships with HtmlAgilityPack.dll so the package is quite small.

ActivityHtmlToText.zip

 


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BevMcCabe and Wyatt.ERP reacted
Wyatt.ERP
 Wyatt.ERP
(@wyatt-erp)
Joined: 6 years ago

Estimable Member
Posts: 128
September 30, 2020 11:47 am
Reply toGabriel MichaudGabriel Michaud

@gabriel This is awesome, thank you!


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Gabriel Michaud
Posts: 60
 Gabriel Michaud
September 30, 2020 10:53 am
(@gabriel)
Trusted Member
Joined: 5 years ago

Cross-posted to StackOverflow as well for developers: https://stackoverflow.com/questions/64141297/how-do-you-convert-html-to-plain-text-in-acumatica-for-use-in-reports-and-inquir/64141298#64141298


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Wyatt.ERP reacted
Posts: 9
 scottgaspar
September 30, 2020 12:07 pm
(@scottgaspar)
Active Member
Joined: 5 years ago

Thanks for the information.  I think our issue is different though.  Our client wants the ability to fire off a form from the Opportunity that uses the "Details" formatted text field to function as the body of a proposal with all of the formatted text intact. Bullets, numbers, bold, and other rich text features.  Unfortunately we have been told by Acumatica development that this is simply not possible with the Acumatica report designer, so we are now looking at other reporting software capable of pulling that information from acumatica and scripting the automation to make that happen.. 


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Gabriel Michaud
Posts: 60
 Gabriel Michaud
September 30, 2020 6:17 pm
(@gabriel)
Trusted Member
Joined: 5 years ago

I just shared an additional prototype on the Acumatica Community forum that does HTML->Image conversion with full formatting. Link: https://community.acumatica.com/ideas/formatted-text-in-report-writer-3392


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Tim Rodman reacted
Ian Cook
Posts: 8
 Ian Cook
July 14, 2021 3:12 pm
(@ian-cook)
Active Member
Joined: 7 years ago

What a great resource, thank you Gabriel for not only providing the how to but for actually doing the work for us as well! I've just used this (for exactly the example you provided) and it works like a swiss watch. 


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Tim Rodman reacted
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