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Printing a Configurable Manager Form

You can print a copy of the record form for Code-based manager and record-based manager. You can choose PDF, HTML or Custom print formats and select one of the following options:

• Save a copy of the form as a PDF file and print the file
• Print an HTML view
• Print from a Word file if a custom print layout has been created for the form

The Custom Print formats include the BI Publisher custom print templates designed in the Custom Templates node. If custom print layouts have been created for the Configurable Manager, the form will print according to the layout that you select. See the following Custom Format Print Options for details. See the following Printing Options - Custom Format for details.

To preview and print a Configurable Managers form:

1. Open a Configurable Managers record that you want to print.
2. 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 emailed as a PDF file, or printed process, you are asked to save the changes to the form.
   • Custom to select the BI Publisher, Microsoft Word, and PDF custom print templates from the same place as the current custom prints. See the following Printing Options - Custom Format for details.

   The Print Options window opens. This window displays the record information that can be printed.

3. Select the checkboxes for the information that you want to print.
4. To select all the checkboxes, click the Select All checkbox. To deselect all, uncheck the SelectAll checkbox. If you deselect all checkboxes, only the header and footer will print.
5. 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.

See Also

Configurable Managers (Configurable Modules)

Code and Records-based Configurable Managers

Code-based Configurable Managers

Access a Configurable Manager (Configurable Modules)

Reverse auto-population and Code and Records-based Managers

Creating Sheets and Records for a Code and Records-based Manager (Standard View)

Creating Sheets for a Code-based Manager (Standard View)

Working with Configurable Manager Sheets (Classic View)

Working with Configurable Manager Sheets (Standard View)

Working with Configurable Manager Logs (Standard View)

Bulk Editing Configurable Manager Records

In This Section

Print Options for Configurable Manager Form

Custom Format Print Options for Configurable Manager

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Last Published Saturday, July 12, 2025