How to include Work note/Activity in the PDF export of incident
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03-08-2016 11:33 AM
Open Incident Right click on top click export to pdf Work notes are not part of pdf document
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03-08-2016 11:37 AM
I am curious about this answer too. But I think Activities cannot be part of the PDF export, and I'm not sure there is a way to change that. But if you added the Work Notes field to the form, that should export, versus just the Activities field. Try that and see if that works.
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03-08-2016 12:43 PM
Hi Monika,
The Activities are not a particular field; it is a formatter and renders the certain history content, not the record or fields in the record.
If you include either the comments or the work_notes journal fields in any section of the form, the form layout shows the input areas for these items. But the PDF format shows the journal entries for each field.
If you want to have these two fields displayed together interleaved on your PDF, you need to add the Comments and Work Notes field to your form layout. But you will probably want to make a special view for this PDF, and remove the input areas for your Additional Comments and Work Notes fields, otherwise the information will show up twice.
Alternatively, you can add the Audit History as a related list. This will print the history records, so it is the same information presented in the Activities, just in a list format.
Regards,
Ed