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.
- 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.
- Add the Template name in the Create Template pop up and click on the Next.
- 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.
- Using the Drag & Drop option, you can edit the Templates with the Attributes on the right side Palette.
- With the following tabs, Sections, Business attributes, Customer attributes, Cases attributes you can customize the template as per your requirements.
- You can also edit the Template by JSON code in the JSON editor.
- Click on the Save button to update changes.
- By clicking on the Preview button, you can Preview the edited Template.
- You can view the Preview of the Template with the provided information.
- You can view the created Template on the List.
- You can set the created template as the default template by selecting a template from the dropdown.
- Now, go to the Cases app overview page and click on the Print PDF button.
- You can view the downloaded PDF on the selected default template.
