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.

CableFish Beginner Asked on July 16, 2020 in Administration.
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2 Answers

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.

Beginner Answered on July 16, 2020.
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