The Custom Format Print Window for non-Workflow Configurable Manager forms has two sections:
- Select a custom print template
- Select a template and format to print
Both sections facilitate custom print template and format selections.
Select a custom print template
Lists all the custom print templates existing for the non-Workflow Configurable Manager forms, including the custom print templates created in the Custom Templates node and the custom print templates created in the configuration of the non-Workflow Configurable Manager forms. For example, the list may include BI Publisher custom print templates, Word, and PDF custom print templates.
If there are multiple custom print templates for the same non-Workflow Configurable Manager forms, all the published templates are listed in this section.
The "Select a template and format to print" is populated by the selection made in the "Select a custom print template" section.
Select a template and format to print
- If you select a BI Publisher custom print, then you can select the desired template and format from the drop-down lists.
- Template drop-down displays all the available templates for the selected format.
- Format drop-down displays the available formats for the selected template.
- If the custom print template was created using PDF or Word, then the "Select a template and format to print" is disabled.
Default template and format (non-Workflow)
- If a BI Publisher print template is selected, then the default values in the drop-down lists are set based on the default in the custom print template.
- When a BI Publisher print template is selected in the "Select a custom print template" section, the template and format are populated based on the default value selected at the time of designing the print template.
Custom Format Print Window for Workflow Configurable Manager forms
If there is only one custom print template, and it happens to be a BI Publisher template, then the print template is selected in the “Select a custom print template” section, and the template and format are populated based on the default value selected at the time of designing the print template.
The Custom Format Print window has three sections for Workflow Configurable Manager forms.
- Select a custom print template
- Select a template and format to print
- Select options for Workflow Progress
By default, when the Custom Format Print window is launched, all three sections are enabled and the first template is selected. The options seen in the subsequent sections are based on the selection made in the "Select a custom print template" section.
You are able to select options for workflow progress in the 'Select options for Workflow Progress" section of the Custom Format Print window for PDF and Word templates, which are created at the time of configuring the Workflow Configurable Manager forms.
If the selected custom print template is of a BI Publisher type, then the “Select options for Workflow Progress” section is disabled. This is because the custom print template designers can always use the system provided Workflow views to include workflow-related information in the template.
Default template and format (Workflow)
- When a BI Publisher print template is selected in the "Select a custom print template" section, the "Select a template and format to print" section is populated based on the default value selected at the time of designing the print template.
- If there is only one custom print template, and it is a BI Publisher template, then the print template is selected in the “Select a custom print template” section, and the template and format is populated based on the default value selected at the time of designing the print template.