Entity List to Template (PDF)

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • blueprint
    Active Community Member
    • Jan 2019
    • 223

    Entity List to Template (PDF)

    This may have been asked before (possibly even by me!) but how can I send a list of selected Entities (say, Accounts) from a list view to a Template for printing to PDF?

    I can send individual Entities (via the detail view) to a PDF (including Custom entities) but I don't seem to be able to do this with a list of them.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi.
    Administration -> PDF Templates. Create the template for the Account entity. Reload a webpage. Now you can select the Account records from the list view and make an action "Print to PDF".

    Comment

    • blueprint
      Active Community Member
      • Jan 2019
      • 223

      #3
      Maximus - thank you. This was a stupid question and I have definitely asked this before. Thank you

      Comment

      Working...