After installing the solution file, please refresh the page. Then browse to Settings ➤ 1-Click PDF
Click the “Install Sample Data” button from the top ribbon. This will create 3 sample configuration records – for Account, Contact and Quote entity.
You can add more configuration records as shown below:
|
Field |
Description | Remarks |
|
Entity |
Select the desired entity from the drop-down |
|
|
Report |
Select the desired report from the drop-down |
|
|
Action |
Download, Attach to Email, Attach to Notes |
|
|
File Format |
PDF, Word, Excel |
|
|
File Name |
Desired file name of a generated document |
|
| Display Name | Desired display name of the report |
|
There are two more fields on this form that are hidden by default.
If you need to use the Custom button functionality then open this form in edit mode and set the “Custom button” section property to “Display by default”.
|
Field |
Description |
Remarks |
|
Display in pop-up |
Yes / No |
When 1-Click PDF button is clicked from ribbon then a pop-up is shown with all the configured reports. |
|
Action ID |
This is a system generated ID. | This ID is used when a custom 1-Click button needs to be added to any form. Refer to section 2.12 for more details. |