RE: Advanced PDF/HTML Templates and printing
I have created a saved search and clicked the new Template button to create a template based on it. I am wanting to use this template for printing item labels because I need fields from related records and the default print button only uses a template based on a type but my template is based on a saved search. Is there any way around this or do I need to create a custom button and script to use my template.
I think what you are asking, Is there a way to print my template based on a saved search.
If you navigate to your saved search, there will be a print Icon.
Clicking on this will bring up a prompt to select a template.
There will be a Default and ‘Your Template’ Option.
Select ‘Your Template’ option and it will print that saved search using your template.