Proposal Summary
The number of click events has to be reduced. To accomplish this, we’ll need to add a button to the transaction records. When you press that button, the print will be automatically downloaded. “Document Number.pdf” will be the name of the PDF file.
Requirements
Right now if I have to save a transaction in pdf, I have to first do the print action, which open the pdf in a separate tab, then I have to print the transaction and save it in pdf. I want it to be a one click operation. So I want a button called “Download pdf” on a transaction form, which when clicked will download and save the transaction in pdf and name it as document number
Our Solution
- On the transaction record view and edit context, we’ll add a button.
- “Download transaction print” is the name of the button.
- We will generate a print of the transaction using the button action, and it will be downloaded as “DOCUMENT NUMBER.pdf”
- This feature will be available for all transaction records that support advanced PDF.
- We will currently deploy the Download transaction print button in the sales order record.
- Additional script deployments can be created by the user to expand the print button capability to different transaction records.
Assumption
- All transaction records that support the advanced pdf transaction print functionality will work with this button.
- We only deploy the print button functionality for the sales order record at first.
- Creating a new script deployment record. The print button’s functionality can be extended to more records by the user.