Is it possible to edit the default export option templates (or hide them)?
Happy to raise as an Idea but a final check to see if in my searching here I've missed how to do this.
The default export to PDF option is great, but it would be even better/save time if we could edit it (specifically hide/remove certain fields or section from the report) thoughts I've had are:
- on the layout could we have an option that says 'hide from default export' ?
- this could be both at field and section level ideally
- or are the template for these available anywhere so we could edit them?
- or can we 'hide/remove' the default export options leaving just the 'report templates' we have created?
- Community Thread
- export as pdf
- export record
- Forum Thread
- RSA Archer
- RSA Archer Suite
You can use MailMerge to change what to export to Word format. For other formats, you can raise an enhancement request.
To hide options to export to, you may use maybe Custom Object on individual record level, but not on the reports. That also require an enhancement idea.