Table of Contents 1 Introduction
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Address Labels: SuiteCRM & LibreOffice 5.1 Table of Contents 1 Introduction............................................................................................................................................... 3 1.1 Disclaimer........................................................................................................................................... 3 2 Workflow Overview.................................................................................................................................. 3 2.1 Initial Setup......................................................................................................................................... 4 2.2 Subsequent Reports............................................................................................................................ 4 3 My System Configuration......................................................................................................................... 4 4 Detail Workflow........................................................................................................................................ 5 4.1 SuiteCRM, Studio............................................................................................................................... 5 4.2 Initial SuiteCRM Setup...................................................................................................................... 5 4.2.1 SuiteCRM, Reports – Fields....................................................................................................... 5 4.2.2 SuiteCRM, Report – Conditions................................................................................................. 6 4.2.3 SuiteCRM, Report...................................................................................................................... 7 4.2.4 SuiteCRM, Report – Export........................................................................................................ 8 4.3 Initial LibreOffice Setup..................................................................................................................... 9 4.3.1 LibreOffice, Calculate............................................................................................................... 10 4.3.2 LibreOffice, Base – Import Data.............................................................................................. 12 4.3.3 LibreOffice, Base – Database Registration............................................................................... 15 4.3.4 LibreOffice, Base/Writer – Label Template.............................................................................. 19 4.3.5 LibreOffice, Writer – The Label Template............................................................................... 27 4.3.6 LibreOffice, Writer – Printing Labels....................................................................................... 29 4.4 LibreOffice Cleanup......................................................................................................................... 33 4.5 Subsequent Label Printing................................................................................................................ 34 4.5.1 SuiteCRM Subsequent Workflow............................................................................................. 34 4.5.2 LibreOffice Subsequent Label Printing.................................................................................... 34 4.5.3 Working File Cleanup............................................................................................................... 44 5 Summary................................................................................................................................................. 45 SuiteCRM_AddressLabels_Tutorial_09.odt Page 1 of 45 Printed Dec 8, 2016 @ 10:06 PM JoeNewUser Address Labels: SuiteCRM & LibreOffice 5.1 Table of Figures Figure 1: SuiteCRM, Report – Label Report Data Fields .......................................................................... 6 Figure 2: SuiteCRM, Report – Condition Filed with Parameter Set .......................................................... 6 Figure 3: SuiteCRM, Report – Resulting Report (partial screenshot) ....................................................... 7 Figure 4: SuiteCRM, Report – Export Data ............................................................................................... 8 Figure 5: SuiteCRM, Report – Save CSV File ........................................................................................... 8 Figure 6: LibreOffice, Calculate – Import CSV File ................................................................................ 10 Figure 7: LibreOffice, Calculate – Saving the ods File ............................................................................ 11 Figure 8: LibreOffice, Base – Starting the Database Wizard ................................................................... 12 Figure 9: LibreOffice, Base – Browse to Your Working "ods" File ......................................................... 13 Figure 10: LibreOffice, Base – Tables After "ods" Import ....................................................................... 14 Figure 11: LibreOffice, Base – Registration – Tools > Options ............................................................... 15 Figure 12: LibreOffice, Base – Registration – New Database ................................................................. 16 Figure 13: LibreOffice, Base – Registration – Database – Browse to your file ....................................... 17 Figure 14: LibreOffice, Base – Registration – Database is now registered ............................................. 18 Figure 15: LibreOffice, Base – Label Wizard – Open New Label ........................................................... 19 Figure 16: LibreOffice, Base – Label Wizard – Labels Tab, source data locations and label layout ....... 20 Figure 17: LibreOffice, Base – Label Wizard – Populating Label Layout Box ....................................... 21 Figure 18: LibreOffice, Base – Label Wizard – Populated Label Layout Box ........................................ 22 Figure 19: LibreOffice, Base – Label Wizard – Default Label Layout Dimensions ................................ 24 Figure 20: LibreOffice, Base – Label Wizard – Modified Layout Dimensions & New Save Name ....... 25 Figure 21: LibreOffice, Base – Label Wizard – Options Tab – Synchronize and Printer ........................ 26 Figure 22: LibreOffice, Base – Label Wizard – New Document ............................................................. 27 Figure 23: LibreOffice, Writer – Label Template .................................................................................... 28 Figure 24: LibreOffice, Writer – Print Form Letter ................................................................................. 29 Figure 25: LibreOffice, Writer, Mail Merge Print Dialog Box ................................................................ 30 Figure 26: LibreOffice, Writer – Printed Label – partial 5 rows and 2 columns ..................................... 31 Figure 27: LibreOffice, Writer – Printed Labels – All 29 contacts .......................................................... 32 Figure 28: LibreOffice, Calculate, Saving the csv Import as ods ............................................................ 35 Figure 29: LibreOffice, Base, Opening the Calculate ods Spreadsheet ................................................... 36 Figure 30: LibreOffice, Base, Browse to Calculate ods File .................................................................... 36 Figure 31: LibreOffice, Base, Save & Register the odb Database ........................................................... 37 Figure 32: LibreOffice, Base, Saving the Database as an odb File .......................................................... 38 Figure 33: LibreOffice, Writer, Opening the Label Template, Syncing to Registered Database ............. 39 Figure 34: LibreOffice, Writer, Label Template Before Printing ............................................................. 40 Figure 35: LibreOffice, Writer, Print From Letter Dialog, Sync Label to Database ................................ 41 Figure 36: LibreOffice, Writer, Label Print Setup Window ..................................................................... 42 Figure 37: LibreOffice, Writer, Subsequent Workflow, Updated Labels ................................................. 43 SuiteCRM_AddressLabels_Tutorial_09.odt Page 2 of 45 Printed Dec 8, 2016 @ 10:06 PM JoeNewUser Address Labels: SuiteCRM & LibreOffice 5.1 1 Introduction I have been looking for a way to create address labels (also know as mailing labels) since SuiteCRM does not provide a direct means for creating the labels. I now have a workflow that will create the labels. • No, this is not a simple 1 or 2 click workflow to print address labels. • Yes, this is a multi-step manual workflow. • Yes, it does create printable address labels. My workflow is based upon the “Alternative to Mail Merge” posting by jshaheen on the SugarCRM Community Forum, January 25, 2016. https://community.sugarcrm.com/thread/26561 1.1 Disclaimer I offer this workflow “As Is” without any warranty. Please make a backup copy of your data before using the steps in this workflow. I have not experienced any data integrity issue with this workflow, but “Murphy’s Law” always applies. 2 Workflow Overview This workflow has two major phases (Initial Setup and the Subsequent