Generate PDF with non-empty fields on a form view

Pooja Gupta
Tera Contributor

Hi ,

 

I have a requirement to export PDF of only the non-empty fields on Incident form view. Also, the related list should only show the lists that have a record associated to it. Is it possible to generate custom PDF for a record?

 

Thank you

2 REPLIES 2

Its_Azar
Tera Guru

Hi there @Pooja Gupta 

 

Yes i guess, you can generate a custom PDF for Incident records:

Start by creating a custom PDF template using HTML and CSS, where you define the layout and content structure. Within this template, use server-side scripting to dynamically include only the non-empty fields from the Incident form view.

Next, extend this customization to related lists by incorporating logic to display only those related lists that have associated records. Leveraging server-side scripting capabilities, you can query related records and conditionally include related lists in the PDF template based on their association status.

Once your PDF template is configured to include non-empty fields and relevant related lists, implement a server-side script, such as a Business Rule or Script Include, to handle PDF generation. 

 

If this helps kindly accept the response thanks much.,

☑️ If this helped, please mark it as Helpful or Accept Solution so others can find the answer too.




Kind Regards,

Mohamed Azarudeen Z

Developer @ KPMG

 Microsoft MVP (AI Services), India

Nisha15
Mega Sage
Mega Sage

Hi @Pooja Gupta ,

Did you get the solution? Will you please tell me how you achieved it?