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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:
Select the desired entity from the drop-down
Select the desired report from the drop-down
Download, Attach to Email, Attach to Notes
PDF, Word, Excel
Desired file name of generated document
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"
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.
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.