Retrieving HTML, PDF, Excel, Mail Merge and Custom Print Report of a record

For example, if you have an URL to the record as follows

https://www.ragic.com/demo/sales/1/41

1. Printer Friendly

You can retrieve an HTML printer friendly version like this, by adding a .xhtml to the end:

https://www.ragic.com/demo/sales/1/41.xhtml

2. PDF or Excel Version

You can add a .pdf for a PDF version, .xlsx for an Excel version:

https://www.ragic.com/demo/sales/1/41.pdf
https://www.ragic.com/demo/sales/1/41.xlsx

3. Mail Merge

You can retrieve a Mail Merge of a record, by adding .custom? and a Mail Merge CID to specify which template (which is 1 for the mail merge template used in this case):

https://www.ragic.com/demo/sales/1/41.custom?cid=1

To obtain the cid of a mail merge, you can manually download a mail merge from the Ragic user interface first, and pay attention to the cid parameter in the download url.

https://www.ragic.com/demo/sales/1/41.custom?rn=41&cid=1

4. Custom Print Report

You can retrieve a Custom Print Report of a record by appending .carbone? to the URL, along with the following parameters (joined with &).

https://www.ragic.com/demo/sales/1/41.carbone?fileFormat=pdf&customPrintTemplateId=1&fileNameRefDomainId=1001000

(1) File format syntax: fileFormat="file format" (e.g., pdf, png, docx).

Example: fileFormat=pdf

(2) Custom template ID syntax: customPrintTemplateId="Template ID".

Example: customPrintTemplateId=1

To obtain the "Template ID", first manually download the Custom Print Report and find the Template ID parameter in the download URL:

https://www.ragic.com/demo/sales/1/41.carbone?fileFormat=pdf&fileNameRefDomainId=-1&customPrintTemplateId=2

(3) File name referenced field syntax (Optional)：fileNameRefDomainId="Field ID".

Example: fileNameRefDomainId=1001000