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Service | Customer Service, Contact Center, Fie...
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Run Report in PDF format on Custom Button Click

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ReportReport
Posted on by 55

Hi, 

I have a requirement, where I want run report in PDF format using a custom button with only JS or MS Flows.

Regards,

Shoaib Khan

I have the same question (0)
  • Nya Profile Picture
    29,060 on at

    Hi Shoaib Khan,

    You can add the custom button with Ribbon Workbench.

    Here is a sample to open report from custom ribbon button on entity form.

    Open report from custom ribbon button on entity form - CloudFronts

    As for generating the .pdf, you can run JavaScript functions from ribbon buttons created with Ribbon Workbench. For instance https://github.com/MrRio/jsPDF .

    This would of course involve fetching all the field values you wish to put in the PDF via the JavaScript function.

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