Difference between revisions of "Mass View Print"
imported>Aeric |
imported>Aeric |
||
| Line 20: | Line 20: | ||
===== Mass Print on Views ===== | ===== Mass Print on Views ===== | ||
'''Mass Print on Views''' functionality is available to you only when '''"Print using Views and Reports"''' checkbox is selected in the user's '''Access Profiles'''. If '''"Print using Views and Reports"''' checkbox is not selected in the user’s '''Access Profiles''', then the '''Print''' option is not available in the drop-down that is available against the name in the Views column available as a sidebar. Also, '''HTML''' option under '''EXPORT''' drop-down is unavailable. | '''Mass Print on Views''' functionality is available to you only when '''"Print using Views and Reports"''' checkbox is selected in the user's '''Access Profiles'''. If '''"Print using Views and Reports"''' checkbox is not selected in the user’s '''Access Profiles''', then the '''Print''' option is not available in the drop-down that is available against the name in the Views column available as a sidebar. Also, '''HTML''' option under '''EXPORT''' drop-down is unavailable. | ||
[[File: Mass View.png]] | ::[[File: Mass View.png]] | ||
Revision as of 09:51, 4 November 2016
This feature allows you to print multiple record details of the object. Mass View Print feature consists of two functionalities:
- Mass Print on Selected Record – This functionality is available only for CASES object.
- Mass Print on Views – This functionality is available only for CASES, TASKS, ACCOUNTS, CONTACTS and other custom objects.
Mass Print on Selected Record
Mass Print on Selected Record functionality allows you to select multiple records from CASES object and print the selected records. If the selected records are less than or equal to 25, then the AgileApps platform processes the request and generates a document. If the selected records are more than 25, then the AgileApps platform displays a validation message "The maximum number of selected records should not exceed 25" and does not generate the document.
To print records:
- Under CASES tab, select the checkbox to mark records for print. If "Print using Views and Reports" checkbox is selected in the Access Profiles, then the Print option is available in the Cases drop-down of the pop-up that is displayed after selecting the record checkbox. If "Print using Views and Reports" checkbox is not selected in the Access Profiles, then the Print option is not available in the Cases drop-down of the pop-up. The pop-up is displayed after selecting the record checkbox.
- 2. Click Print. PRINT dialog box pops up.
- Select a Template from the Template drop-down.
Note: Template drop-down displays only HTML or Word or PPT type document for Mass Print.
- 2. Set Page Orientation.
- 3. Click Print.
Mass Print on Views
Mass Print on Views functionality is available to you only when "Print using Views and Reports" checkbox is selected in the user's Access Profiles. If "Print using Views and Reports" checkbox is not selected in the user’s Access Profiles, then the Print option is not available in the drop-down that is available against the name in the Views column available as a sidebar. Also, HTML option under EXPORT drop-down is unavailable.
