Print Using a Custom Layout

Custom printing can be used with templates created in BI Publisher, Microsoft Word, and PDF format. Depending on 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:

  1. Open the business process record that you want to print.
  2. From the Menu Options ( ), hover over Print, 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.

  3. Select a template and format.
  4. Select Workflow progress options. Refer to the 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.
  5. Click Print. The File Download window opens.
  6. Choose to Open or Save the file.
  7. Print the file.


Last Published Monday, August 28, 2023