You are here: Primavera Unifier User Mode > Business Processes > Printing and Distributing Business Process Forms > Print a business process form in PDF or HTML format

Print a business process form in PDF or HTML format

When printing business process forms from PDF or HTML format, you can choose to include not only the information on the form itself, but also associated information such as general comments and information about file attachments. The print options are:

•

Upper form data

•

Workflow progress information (for business processes with a workflow)

•

Line item list

•

Line item data

•

General comments made to the record

•

Information about file attachments on the record or line items

•

Comments made to file attachments

If custom print layouts have been created for the business process, the form will print according to the layout that you select.

Note: For PDF and HTML layouts, the ability to print hidden comments will respect permissions: if you can see hidden comments, you can print them. In custom print, hidden comments are not printed.

To preview and print a business process form in PDF or HTML format

Open the business process record that you want to print.

From the File menu, choose Print Preview, then choose one of the following:

•

HTML to view the form in the browser, which can then be printed.

•

PDF to open the form in Adobe Reader, which can be saved or e-mailed as a PDF file, or printed process, you are asked to save the changes to the form.

Note: Even if you have not made any edits, you may be asked to save changes. This can occur if the form includes fields that are auto-populated or automatically updated, as these automatic functions are considered to be changes.

The Print Options window opens.

This window displays the business process record information that can be printed. Select the checkboxes for the information that you want to print. Only those options that are applicable to that business process design will appear on the Print Options window. For example, line items options are available for business process types that support line items, the Task Details option appears only for workflow business processes.


Print option	What it prints
Upper Form	Selected by default. This prints the information entered on the upper form.
Workflow Progress	Prints a log of the steps in a workflow, showing the step name, the assignee(s) on the step, the action that was taken on the step and the completion date. You have additional print options: All Steps will include all the steps in the workflow, whether or not they were visited by users. The steps will be listed in order according to the workflow setup. All assignees on each step will be listed in the log, whether or not they took action on the step. Visited Steps will include only those steps that have been visited by users. Only the assignees who took action on the steps will be listed. You can display the steps sorted by the completion date or the step name, in ascending or descending order.
Line Item List	Selected by default. This prints line information as it appears on the business process form itself. This is applicable for business processes that support line items.
General Comments	The general comment text and create details are printed.
Record Attachments	File attachments to the record are listed alphabetically by file name, and also include the file title, issue date, revision number, and file size. This is not applicable for document type business processes, which list file attachments in the line item list section.
Record Attachments > Comments	Prints comments associated with file attachments to the record. Record Attachments must also be selected to select this option.
Detail Form	Line item data is displayed in order by line item, and grouped by tab if the business process has multiple line item tabs. This will print all line item data elements present on the detail form, and reflects the layout of the detail form (for example, if the detail form is two-column, the print data is displayed in two columns).
Detail Form > Attachments	Prints information about attachments to each line item. Detail Form must also be selected to select this option.
Detail Form > Attachments > Comments	Prints comments associated with file attachments to a line item. Detail Form and Attachments must also be selected to select this option.

To select all the checkboxes, click the Select All checkbox. To deselect all, uncheck the Select All checkbox.

Selecting or deselecting this checkbox will have no affect on any Workflow Progress options you choose.

Click OK. The preview form opens in an HTML or PDF (Adobe Acrobat or Reader) window, from which you can print.

If you chose PDF, you can save a copy by clicking the Save a Copy button, or print. To print from HTML format, click on the Print icon in the upper right corner.

Oracle Corporation