Export A Record In PDF Format On Button Click
When a user completes/submits an record in application, can the record be downloaded in PDF format on click on a button?
[I don't intend to use the export option]
- Archer Platform
- Community Thread
- custom object
- Forum Thread
- RSA Archer
- RSA Archer Platform
- RSA Archer Suite
Hi Anil -
You will see PDF as one export file types in addition to RTF, XLS, CSV, HTML, and XML. If you have any mail merge templates for the application/questionnaire, you will also see those available for export options. I don't believe you can default to a certain file format or limit what file types a user can use to export records.