Hi all. Could I know how to create a new pdf template for the custom record type please? I can't see any record type but just saved searches.
I can't see any custom record type list
n
NElliott
02/06/2023, 12:00 PM
You mean for a specific custom record?
If so, navigate to Customizations -> Forms -> Advanced PDFs
Find your custom record there and create the template.
b
Boris Yasen
02/06/2023, 2:02 PM
@NElliott as I added a screenshot, I can see Saved Searches, not Custom Record types there
n
NElliott
02/06/2023, 2:17 PM
I do not know how you arrived at that screen you show but if, as per my previous response, you are looking to create a print template for a custom record that's where you'd navigate to. If that's not what you're trying to do then I've misunderstood.
b
Boris Yasen
02/06/2023, 2:18 PM
I know how to go to Advanced PDF templates page, but I didn't know how to create a new template from scratch for Custom Record Types.
Anyway I just found out that there is a Standard PDF template for custom record type so that I can click Customize to create a new one
Boris Yasen
02/06/2023, 2:18 PM
Thank you for your help
n
NElliott
02/06/2023, 5:00 PM
Good to know I hadn't misunderstood!
I was going to go on to say customise the standard one to create a new custom one 😄 Have fun.