There are two ways to generate documents with the 1-Click PDF App:
- Using the button in the ribbon on the grid or form
- Using the button from within the form
Approach 1: Using the button in the ribbon on the grid or form
After clicking the 1-Click PDF button from the top ribbon of the grid, a pop-up window will open with the available reports.
Please follow the following steps to generate the PDF:
- Select Report
- Select Action (Download, Attach to email, Attach to notes)
- Select File format (PDF, Word, Excel)
- Select a single or multiple records and click
- Enter file name (optional)
With the grid, the data will be filtered by the records selected in the grid. However, if no records are selected, no filter is applied.
With the form, the data will be filtered by the current record.
The 1-Click PDF displayed in form ribbon:
Approach 2: Using the button from within the form
This approach only requires one click and the add-on will generate the PDF. You can add as many buttons to the form as you'd like.
A configuration record will need to be created which stores the report name, file format (PDF, Word, or Excel), the action required (open, download, attach to email, attach to notes), and the file name. This configuration record is then linked to the button on the form. After clicking the button, the add-on automatically gathers the information from the configuration and generates the PDF.