Generating and Printing PDF
PDF generation of the Output Document is performed in different ways in windows and mobile devices.
PDF in FSA for Windows
PDF generation occurs locally and does not require internet connectivity.
To generate PDF and print the output:
1. Tap Done from the service report in HTML format
2. The following message is displayed on the top of the screen: 'The smart document has been sent to the server. This will be available in the Attachment section of the view once synchronized.’ PDF generated is attached to the parent record.
3. Open the PDF from the attachments section of the parent record.
4. Go to the File menu from the PDF.
5. Click Print option. The file is printed on the printer configured with your windows device.
PDF in FSA for iPad and FSA for Android Tablets
PDF generation occurs on the server and requires internet connectivity. If there is no connectivity, perform data sync when connectivity is back.
To generate PDF:
1. Tap Done from the service report in HTML format
2. Following message is displayed at the top of the screen: 'The smart doc has been sent to the server. This will be available in the Attachment section of the view, once synchronized'.
3. The report is available in an HTML format under the Attached Documents section before sync completion. To view the generated report in HTML format, you require a View Process with Attachments tab for the parent object.
4. On tapping the Process Now option under Smart Docs Queue or during the next data sync, the report is synced to the server for PDF generation. The report in PDF format is available under the Attached Documents section.
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If Aggressive Sync/Smart Sync is enabled, the HTML is pushed to the server for PDF generation and is available under the Attachment section immediately, without the need for subsequent data sync.
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To print the PDF:
In FSA for iPad, print the service report when previewing in the HTML mode (before it is sent to the server for PDF generation).
The device uses AirPrint printers to print the service report.
PDF File Name Format
The PDF file name is of the fixed format '<SFM Transaction Name>_<Parent Record ID>_<Datetime as YYYYMMDDhhmmss>.pdf' that is not configurable. When this format is used, the value is saved in UTC, ISO 8601 format for consistency in time reference when the file names are synced to the server from various time zones.
For example, 'Generate_Service_Report_a1QJ00000001UyrcMAC_20191221180521.pdf'
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It is recommended to use only the supported special characters in the PDF name and avoid non-supported special characters such as the colon (:), slash (/,\), etc.
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The FSA supports the value returned on the picklist fields based on the configuration in the Output Document - Template Designer.
• The Insert Label option returns the picklist label.
• The Insert Value option returns the picklist value.
• The Insert API Name option returns the API name of the picklist value.
• The picklist without the Insert Label, Insert Value, or Insert API Name options, returns the API name of the picklist value.
For more information, see Template Designer.