Custom printing can be used with templates created in BI Publisher, Microsoft Word, and PDF format. Depending upon the template used for custom print, you can print the upper form, the current workflow step, comments and attachments of the record. The template may also allow printing of specific line items in their tabs. The printed output will list the name of the tab with the line items following on separate lines.
To print a BP form with a custom print layout:
- Open the business process record that you want to print.
- From the File menu, choose Print Preview, then choose Custom to select the BI Publisher, Microsoft Word, or PDF custom print templates from the same place as the current custom prints (Custom Format Print selection window).
If you are editing the business 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.
- Select a template and format.
- Select Workflow progress options. Refer to Unifier Managers User Guide (Printing a Configurable Manager Form) for details on non-Workflow progress options.
Workflow progress prints a log of the steps in a workflow, showing the:
Step name
Assignee: on the step
Company: the assignee company
Status: of the step
Action: on the step
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 print the selected steps (including the current workflow step) sorted by completion date or step name, in ascending or descending order.
- Click OK. The File Download window opens.
- Choose to Open or Save the file.
- Print the file.