AgileApps Support Wiki Pre Release

Difference between revisions of "Print a Record"

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imported>Aeric
imported>Aeric
m (Text replace - 'Print Template' to 'Document Template')
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# Click the '''[Print]''' button<br>A dialog box opens with printing options.
# Click the '''[Print]''' button<br>A dialog box opens with printing options.
# Choose your printing options:
# Choose your printing options:
#* Choose to format the record using a [[Print Form]] or a [[Print Template]].<br>(If you choose Print Template, and none exists, a button appears to let you create one on the spot.)
#* Choose to format the record using a [[Print Form]] or a [[Document Template]].<br>(If you choose Document Template, and none exists, a button appears to let you create one on the spot.)
#* Choose Portrait or Landscape orientation for the printer
#* Choose Portrait or Landscape orientation for the printer
#* Choose to '''Open in a New Window''' or '''Save as Document'''<br>When saved as a document, the  format that is generated depends on the template:  
#* Choose to '''Open in a New Window''' or '''Save as Document'''<br>When saved as a document, the  format that is generated depends on the template:  
#:* A Word or PowerPoint template is saved as a Word or PowerPoint file.  
#:* A Word or PowerPoint template is saved as a Word or PowerPoint file.  
#:* An HTML template is saved as a PDF document.
#:* An HTML template is saved as a PDF document.

Revision as of 00:11, 18 December 2012

To print a Record
  1. Visit the Object Record.
  2. Click the [Print] button
    A dialog box opens with printing options.
  3. Choose your printing options:
    • Choose to format the record using a Print Form or a Document Template.
      (If you choose Document Template, and none exists, a button appears to let you create one on the spot.)
    • Choose Portrait or Landscape orientation for the printer
    • Choose to Open in a New Window or Save as Document
      When saved as a document, the format that is generated depends on the template:
    • A Word or PowerPoint template is saved as a Word or PowerPoint file.
    • An HTML template is saved as a PDF document.