Display print option in a record

The “Print” option missing from the record typically occurs due to one of the following reasons:

1. Form Customization

  • The current record form might have the Print button disabled.
  • Check the form customization settings:
  1. Go to Customization > Forms > Transaction Forms.
  2. Locate the form associated with the record
  3. Click Edit on the form.
  4. Under the Actions tab, verify if the Print option is enabled.
  5. If it’s disabled, enable it and save the form.

2. Permission Settings

  • The user role might lack permissions to print transactions.
  • Verify role permissions:
  1. Navigate to Setup > Users/Roles > Manage Roles.
  2. Select the role assigned to the user.
  3. Ensure that the role has sufficient permissions for record and Printing.

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