We can define multiple print templates for a single saved search using Advanced PDF/HTML Templates for any record type.
The main reason to consider this feature is that we can use the power of saved searches to format data.
Steps to create a template for printing saved search results.
- Go to Lists > Search > Saved Searches.
- Click Edit on the saved search you want to create a template.
- Click the New Template button.
- A new advanced template appears, which includes all of the results fields from the saved search. The Advanced Template Editor generates a template with the saved search results in a table. All of the fields listed on the Results subtab of the saved search are displayed as table columns. if your search has a column for amount you get the value with ‘result.amount’
- Make changes to the template as required.
OR
- Go to Customization > Forms > Advanced PDF/HTML Templates.
- click the New Template button at the top of the page.
- The Template Setup window appears.
- Change the template title and settings as required.
- In the Saved Search field, select the saved search template and then click Save.
NOTE:
- If there is more than one Formula (Date) field in the saved search, reference the fields by using ${result.formuladate} for the first field, {result.formuladate_1} for the second field, ${result.formuladate_2} for the third field, and so on.
- Internal Id is not available for any field unless it is specified as a separate output field on the Results subtab of the saved search.