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Entity List to Template (PDF)

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  • 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.

  • #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".

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

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