AnsweredAssumed Answered

File Menu Item: Save/Send Records

Question asked by annata on May 14, 2018
Latest reply on May 14, 2018 by user19752

I have  a modal layout to show a specific record. Using the Admin privilege  set the application File Menu shows the Item Save/Send Records as Excel/PDF /Snapshot . In this instance the

Admin user can set page layout and generate a PDF attached  to an email - this works just fine.

I have a user privilege  set under which the File menu for the user still shows Save / Send Records however the Excel/PDF Snapshot options are greyed out. How would I modify the User privilege set to enable the user  to use Set Page Layout  and generate the the pdf attached to the email? Would I be better off using a script?