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Print Document

Allows users to define and print content from any screen within the application. It provides flexibility to customize print reports according to specific workflow and reporting requirements.

Steps to Create and Configure a Print Document

Create a Direct Query in Design Control
  • Open Design Control for the relevant App Module.
  • From the Type drop-down, select Direct Query.
  • Enter a Name and Description for the query.
  • Choose the appropriate Connector from the list.
  • Click Save to create the Direct Query.
Configure the Query for the Print Document
  • After saving, create a new query specifically for the Print Document.
  • Click Run Query to convert the Direct Query data into JSON format.
  • Update Child Mapping as required.
  • Click Save to confirm the configuration.

Update Custom Property

  • Navigate to the relevant page in your application.
  • Under Custom Property, update the Search Data Source field with the name of the newly created query.

Create and Design the Print Document

  • Create the Print Document by mapping the dataset with the created query.
  • Click Edit to begin designing the report.

Designing the Print Report

  • On the left panel, insert the required fields for your report.
  • Optionally, upload a Word file and make necessary edits.
  • Use the Main drop-down to define the report structure with the following options:

Begin Group, End Droup, Table Start and Table End

  • Begin Group - To initiate a Print Document, the user must enter "Begin Group" to mark the start of the section.
  • End Group - At the conclusion of the Print Document, the user must enter "End Group" to indicate the end of the section.
  • Table Start - To begin defining a table structure in the Print Document, the user should enter "Table Start."
  • Table End - To close or finish the table section, the user must enter "Table End."

To start designing:

  • Click Begin Group to initiate the layout.
  • From the Sub Group, insert the table name that has been mapped in the Page Design.
  • Drag and drop the mapped table fields into the desired report layout.
  • After completing the design, click End Report and download if required.
  • Customize the report formatting as needed — adjust font style, size, or apply bold, italic, or strikethrough styling.
  • Click Save to finalize the Print Document.
  • In the application page, click Edit.
  • Under Custom Property, select and enable the created Print Document.
  • In the Link Document Property, link the corresponding Print Document Name.
  • Click OK and Save the page.
  • After menu mapping, you can view the entered details in the generated report.
  • Click the View icon to preview the report.
  • From the top-right corner, click Print to open and preview the print report.

The Print Document feature enables complete customization of print layouts and content, ensuring reports align with user preferences and workflow requirements.