1 Reply Latest reply on Apr 29, 2014 1:23 PM by philmodjunk

    Save as PDF with Multiple tables

    AdamQuintero

      Title

      Save as PDF with Multiple tables

      Post

           Greetings-

           I see how to Save As PDF on a report layout, what I can't figure out is how to get the related fields on the report layout to be included in the PDF. Is there a way to include data from a related table in this script step, or am I limited to the table that the current layout is based on?

            

        • 1. Re: Save as PDF with Multiple tables
          philmodjunk

               Neither.

               You are limited by the design of the layout that is current when you save the PDF. If you can set up your layout to show the data you want, that's what you get on your PDF. Save as PDF is really just another method for "printing" data shown on your current layout. You even use print setup to specify page orientation and size just like you would if printing the layout.

               There are many ways to show related data on a layout--a portal is just one option and often not the best one for printing, but it's the simplest option for including related data. (A better way is often to turn the design of the layout around and use a list view layout based on the related table, but with fields included from the parent record.)