How to Customize PDF export form

[VeerendraNayak1]

Hi,

I have a requirement to customize pdf export of a record,

For example: 

When we are doing export to pdf it will show total form including Related list, but I need to export a PDF file like as shown below:

And I need to export and save this attachment in PDF format.

Please anyone can replay with your answer and do the needful.

Thanking you in Advance.

[Ct111]

DO one thing, create a view where you have these fields only and no related list tables attached.

Then put try to export and check the result .

Mark my ANSWER as CORRECT n also HELPFUL if it works.

[VeerendraNayak1]

I need that exported pdf like a letter pad as I shown in the image. If I export as u suggested I am getting related list information and unnecessary fields details.

[Ct111]

So hide that Related List by clicking on COnfigure --->Related List and take out all the options from Right and put it on left

.

You will get export like this

Mark my ANSWER as CORRECT n also HELPFUL if it works

[Kalyani35]

Hi Virendra,

For doing this you will need to create a special view which will contain only those fields which you need.

Then after selecting this view on your form if you export, the pdf will contain only the fields which are present on the created view.

Make sure that you are exporting the pdf from the newly created view only, if you export from any other or default view then all the fields available on that view will be exported to pdf. For ex, on incident form I have selected "test1" view and same fields are exported to pdf.

Let me know if it helped.

Same can be done on the portal as well. Please let me know if you need to do this on portal.