Get a first look at what's coming. The Developer Passport Australia Release Preview kicks off March 12. Dive in! 

Assistance Needed: Export Emails as PDF from Incident Form

mania
Tera Contributor

 

Hi,

I would like to create an “Export Email” button on the Incident form (under the Email tab, as shown in the attached screenshot).

When the button is clicked, it should download a single PDF file that includes:

  • All email communications

  • Subject

  • Email body

  • Attachments

Could you please suggest the best approach to implement this? Any guidance would be greatly appreciated.

Thanks in advance.

6 REPLIES 6

mania
Tera Contributor

@yashkamde,

Thankyou for responded!

The button is visible in the Native view, but I am trying to bring it to SOW and it is not showing there. Could you please help me with this?

Thanks!

Plz ensure this check boxes are check :

Screenshot 2026-03-06 095512.png