Export report directly as pdf

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• 2012년 4월 19일 목요일 오후 12:02

   

   
  

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  Hi Richa,

  When you say click on a record, I am assuming you are selecting a record from the view grid.

  You can try one thing. Instead of selecting a record from grid, open the record and then click a ribbon button.Add a custom ribbon button.

  This Ribbon button will open the report with parameters passed. One of the parameters would be the GUID of the record and one of the parameter would be PDF. Check which parameter can accept PDF as value in the URL. So ribbon button will open one report on one opened record.

  If your requirement is to select one report from among many reports and also select more than one records from the grid, then I haven't seen something like that before. Even if it is possible, that would be major tweaking.

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

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  My Twitter: https://twitter.com/#!/ashishmahajan74

  • 답변으로 제안됨 Ashish Mahajan Australia (Architect) 2012년 4월 19일 목요일 오후 12:02
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• 2012년 4월 26일 목요일 오후 2:38

   

   
  

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  Hi Richa,
                          
  If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
                          
  Thanks in advance.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

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• 2012년 8월 9일 목요일 오전 9:35

   

   
  

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  Hi Ashish,

  Sorry for the delayed response.

  We have one report for each entity. and that report would be specific to that entity.

  So now the requirement has been modfied a bit. Client wants that we can have a custom button. When i select multiple records from the grid view, and click on that button, it should go directly to the dialog box where it asks for printer options, which means internally we want to skip the folowing steps:

  1) selecting report from the main grid

  2) selecting whether we can run it on all records or selected records.

  3) The report viewer

  And yes, the button has to be on homepage grid. It cannot be on the form.

  Kindly tell me if this possible and also the way to do it.

  Thanks and Regards,

  Richa Desai

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