How do I create the PDF template in the Cases App?

Updated on February 16, 2021 06:02AM by Admin

The Cases App allows you to create your own custom templates which will be used to generate PDF of your Cases.

Steps To Create

  • Log in and access the Cases App from your Universal Navigation menu.
  • Click on More(...) icon and select the Settings.
Cases

  • In the Settings page, click on the Customize App and select Print/Web Layout.
  • Click on the Create button and select the Start with the Default Layout. 
Settings

  • Add the Template name in the Create Template pop up and click on the Next.
Create template

  • Here, you can edit the Templates by using the Drag and Drop editor.
  • You can customize the template file name, Page Layout, Page Size, Page Margin.
Standard Template

  • Using the Drag & Drop option, you can edit the Templates with the Attributes on the right side Palette. 
One column

  • With the following tabs, Sections, Business attributes, Customer attributes, Cases attributes you can customize the template as per your requirements.
Attributes

  • You can also edit the Template by JSON code in the JSON editor.
JSON editor

  • Click on the Save button to update changes.
Save

  • By clicking on the Preview button, you can Preview the edited Template.
Preview

  • You can view the Preview of the Template with the provided information.
Preview PDF

  • You can view the created Template on the List.
Template list

  • You can set the created template as the default template by selecting a template from the dropdown.
Default Template

  • Now, go to the Cases app overview page and click on the Print PDF button.
Print PDF

  • You can view the downloaded PDF on the selected default template.
PDF