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Change Values when Exporting to PDF

LouisG
Giga Guru

Hello Everyone, 

 

I was wondering if it's at all possible to change which values are displayed when exporting a record to PDF?

 

For problem tickets only, for all sys_user reference fields on the ticket, when exporting to PDF I don't want user names to display, I want their titles to display.  

 

I've implemented a client script that will change all sys_user reference fields to display titles onLoad in the native view, now I need this to apply to PDF exports as well. 

 

Any help pointing me in the right direction would be much appreciated.  

1 ACCEPTED SOLUTION

LouisG
Giga Guru

Alrighty so I figured this out. 

 

I edited the List Layout for the related Lists on the form, and dot.walked to Assigned to.Title field for all sys_user reference fields. 

 

For form fields, I access the context menu and went to Configure > Form Layout and dot.walked to sys_user.Title as well. Once all the adjustments were made, I exported to portrait PDF and all the Titles were exported on the doc instead of the employees names. 

View solution in original post

3 REPLIES 3

Sandeep Rajput
Tera Patron
Tera Patron

@LouisG Could you please share the script which changes all sys_user reference fields to display titles onLoad in the native view?

Hi Sandeep,

Below is the code that changes the displayValue onLoad

 

function onLoad() {
	var aUser = g_form.getValue("assigned_to");
	
	var userGR = new GlideRecord("sys_user");
	userGR.get(aUser);

	g_form.setValue("assigned_to", userGR, userGR.title);
}

 

I'm not saving this change after it's set, because I only want to change the display value for the user currently viewing the ticket. I also would like to prevent changing the Display property on the sys_user table, because I don't need this change reflected on any other sys_user reference field on other tables.

LouisG
Giga Guru

Alrighty so I figured this out. 

 

I edited the List Layout for the related Lists on the form, and dot.walked to Assigned to.Title field for all sys_user reference fields. 

 

For form fields, I access the context menu and went to Configure > Form Layout and dot.walked to sys_user.Title as well. Once all the adjustments were made, I exported to portrait PDF and all the Titles were exported on the doc instead of the employees names.