Limiting record types when saving a PDF
Increasingly, I am sending out more email PDFs of private financial information to parents and students. The "Save" field defaults first to "Records being browsed" which could be a nightmare, if I accidently sent that out to someone. Is there a way to limit the choice in the Save: field to just "Current Record"? Thanks, Jim
I'd script this process and perform a script for saving as PDF and attaching it to an email. That way, I can specify "current record" as part of the script.
You might also modify your interface and scripting/finds so that the current record is the only record in your found set. Then "records being browsed" will work exactly the same as "current record".