Hello @Dcipher ,
Dcipher:
When clicking the PDF button on an invoice (latest build of Manager on macOS) - the name of the file in the save window appears as “pdf.pdf” instead of the standard format of "Invoice - ###). This only appears to occur on the invoices, quotes and others appear to be ok.
This is because you are using a Custom Theme on your sales related tab. Themes have been reworked now and they are more powerful tool now and allow the user to rename the pdf file for themselves.
The latest version (26.5.9.3563) has a new custom theme framework, which will allow you to customize any View screen. I know custom themes are not a new concept in Manager, but I feel this custom theme framework should be the final one.
Two reasons:
These custom themes will be supported forever.
They offer unlimited flexibility.
From the user interface point of view, not much is changing. Custom Themes are still under the Settings tab.
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You still select the theme on forms:
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…
@asvinalbert I can’t because this is affecting only users using custom themes and every custom theme is unique. What has changed is that previously filename was hardcoded into the program. New approach is that filename is configurable by theme (whatever is in <title></title> tag).
You can copy and paste your current theme into AI, tell it exactly what I wrote now and it will figure it out what needs to be improved in your custom theme.
and regarding this …
Dcipher:
HTML syntax appearing in templates (was not an issue previously). When including HTML formatting syntax such as line breaks (e.g. < br >) and others now appear in the template (default manager template for invoices, quotes, etc.). This was properly being formatted in prior versions of Manager and hidden on produced docs.
That’s because you are not using a custom theme
The html inside fields is now sanitized and not rendered by defualt for security reasons.
The good new is that this only applies at Theme layer, so it can be bypassed using a custom theme like this one here:
I have noticed a common gripe among forum members regarding the disabling of HTML injections inside fields.
Although it is possible now to use AI to write the custom theme from scratch but it’s possible that for for some people, myslef included, I find it more comforting to rewire the old skeleton to the new API4 connection and keep all my previous theme work as-is.
That is what I did, and I thought I share it with the forum.
