AgileApps Support Wiki Pre Release

Difference between revisions of "Print a Record"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(12 intermediate revisions by the same user not shown)
Line 1: Line 1:
;To print a Record:
;To print a Record:
# Visit the Object [[Record]].
# Visit the [[Record]].
# Click the '''[Print]''' button<br>A dialog box opens with printing options.
# In the sidebar, click '''Actions'''
{{#if: 1 |
# Choose the '''Print''' option.<br>A dialog box opens with printing options.
Use a [[Print Templates|Print Template]] to print records in any format you define. Optionally, print the record as a PDF file.
|
#:[[File:PrintRecord.png]]
# Choose your printing options:
# Choose your printing options:
:* Choose to format the record using a 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 generate PDF or HTML
#* Choose to '''Open in a New Window''' or '''Save as Document'''<br>The generated format depends on your choice and the type of template:
 
:::{| border="1" cellspacing="3" cellpadding="3"
A new window opens with the results. Use the web browser controls to print the page or save it to a file.}}
!                      !! Save as Document !! Open in a New Window
|-
| align="right"| '''JSP template''' || rowspan="2" align="center"| PDF || rowspan="2" align="center"| HTML
|-
| align="right"| '''HTML template'''
|-
| align="right"| '''Word template''' || colspan="2" align="center"| Word document
|-
| '''PowerPoint template''' || colspan="2" align="center"| PowerPoint file
|}

Latest revision as of 23:04, 26 June 2014

To print a Record
  1. Visit the Record.
  2. In the sidebar, click Actions
  3. Choose the Print option.
    A dialog box opens with printing options.
  4. 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
      The generated format depends on your choice and the type of template:
Save as Document Open in a New Window
JSP template PDF HTML
HTML template
Word template Word document
PowerPoint template PowerPoint file