AgileApps Support Wiki

Difference between revisions of "Print a Record"

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;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'''
# Choose the '''Print''' option.<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>The generated format depends on your choice and the type of template:  
#:* A Word or PowerPoint template is saved as a Word or PowerPoint file.
:::{| border="1" cellspacing="3" cellpadding="3"
#:* An HTML template is saved as a PDF document.
!                      !! Save as Document !! Open in a New Window
 
|-
A new window opens with the results. Use the web browser controls to print the page or save it to a file.
| 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
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