Export service offering data in a detailed and neat way for the execs to review on.

[Mark C_]

Hi,

We have a requirement for the execs to review our current service offerings and digitally sign/approve it without accessing the record in the instance.

Initially we thought of exporting this via excel but their advise is that this is not 'friendly' looking.

The other option is to actually get into the records in form view and use the context menu to export to pdf. The output is actually neat plus I could introduce a new view to omit the unnecessary fields. The only issue is that there is no bulk process to do this - only using list view.

I know there is no out of the box for this but can I pick your brain on how to satisfy this requirement?

1. How to auto export the record in list view  (pdf landscape)

2. How to add an approval process - use flow, etc but what trigger?

Attached is an example of when it is exported in form view which I think is more visually pleasing to the execs when to look at. 🙂

What would you recommend to 

[Morne Lombard]

We have similar requirement - no further solution provided?