Work 365

Configuring the Entities that need 1-Click PDF

63 views August 23, 2018 March 2, 2020 0

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:

1 Click PDF-screenshot-11

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.

 

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