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Configuring the Entities that need 1-Click PDF

After installing the solution file, please refresh the page. Then browse to: Settings > 1-Click PDF

Click "Install Sample Data" button from the top ribbion. This will create 3 sample configuration records - for Account, Contact and Quote entity.

You can add more configuration records as shown below:

Field

Description

Remarks

Entity

Select the desired entity from the drop-down

 

Report

Select the desired report from the drop-down

 

Action

Download, Attach to Email, Attach to Notes

 

File Format

PDF, Word, Excel

 

File Name

Desired file name of generated document

 

Display Name

Desired display name of the report

 


There are two more fields on this form which are hidden by default.

If you need to use the Custom button functionality then open this form in edit mode and set the "Custom button" section property to "Display by default"

 

Field

Description

Remarks

Display in pop-up

Yes / No

When 1-Click PDF button is clicked from ribbon then a pop-up is shown with all the configured reports.

Action ID

This is system generated ID.

This ID is used when custom 1-Click button needs to be added to any form. Refer section2.12for more details.