PDF Template on Cases

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  • incorrect
    Junior Member
    • Sep 2020
    • 2

    PDF Template on Cases

    Hello,
    sorry but the time is running out for a project i'm making.
    Is it possible to Print PDF for Cases using the PDF Templates?
    I already made a PDF Template for Case but the option in Actions is not available.

    Thank you
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,

    > I already made a PDF Template for Case but the option in Actions is not available.

    Could you describe it more explicitly? For better understanding screenshots are welcome.

    Comment

    • incorrect
      Junior Member
      • Sep 2020
      • 2

      #3
      Print PDF is missing

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        You need to refresh a web page to update metadata. Do it and check for the 'Print to PDF' action again.

        Comment

        • esforim
          Active Community Member
          • Jan 2020
          • 2204

          #5
          Tips: After the first time creating PDF template then refresh, and you create a new template it will appear on the list without refreshing, you just need to close/open the popup Sidebar and re-open the template selection by click the "Print to PDF" again.

          Comment

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