Printing Lists

<< Click to Display Table of Contents >>

Navigation:  Print Manager >

Printing Lists

Configure List Template

List Templates specify settings for a printout of multiple items from a list. List Templates are listed on the ‘Manage List Print Templates’ tab in the Print Manager.

Create a List Template:

Create a List Template by clicking on ‘New Template’ button

clip0210

 

Next, configure the details as follows:

Settings tab

Configure general settings under the ‘Settings’ tab

clip0211

 

Title - The name of the template. This name will be shown in the drop down when selecting a list print template

File Name (pdf/png) - When using the print manager, you have the option to save the file as a PDF or a PNG file, rather than using the Print tool. This allows you to select a name for the file. It accepts the [[List Title||List Title]] as a placeholder to refer to the title of the list

Default Template - Allows you to set the current List Print Template as the default, pre-selected template when opening up the Print screen

Print Data Source - This can be from a list in the current site, or a List Rollup configured in the current site. Refer to the List Rollup section for more details on how to configure a rollup.

List or List Rollup - Allows you to select a List from the current site or a List Rollup from the current site

Data Filter

This section allows you to determine which items to print. This is only for selecting the times to be printed. See the Print Format section below to determine which columns from the list are included in the print out.

1.List Items by selected View

In this scenario, items in the List are printed based on the selected View

clip0212

 

2.List Items by Custom query

In this scenario, items in the List are printed based on the configured query

clip0213

Print Format

This section allows you to determine which columns are included in the print out for each item returned using the Data Filter section. The Format for the printout has two template options. If you choose the "Table with selected column names and values" option, you can further refine the columns used by selecting a view (which can be different from the view selected for the Data Filter) or by specifying which columns to use (see below).

clip0962

If you choose the "Rich text with Column value placeholders" option, you'll get the full range of rich-text options with column placeholders on the right (see below).

clip0963

You can add the column placeholders by either double-clicking it or selecting it an using the "Copy to Clipboard" option at the bottom.

Styles tab

This tab comes into play when using the Template Type of "Table with selected column names and values". Otherwise, it disappears when "Rich text with column value placeholders" is selected.

clip0215

 

Header tab

Puts header on the print out. This has the full range of rich-text editing capabilities including adding images (e.g. a logo) and other text.

clip0216

 

Footer tab

Puts footer on the print out. This has the full range of rich-text editing capabilities including adding images (e.g. a logo) and other text.

clip0217

 

QR Code/Barcode tab

This tab is only used with the Template Type of "Table with selected column names and values". Otherwise, it disappears when "Rich text with column value placeholders" is selected. It will create a QR code or Barcode based on the value in the specified column.

clip0218

 

Advanced

When using the Print Manager to save the print out as a PDF, you will have the options to set the size, margins and layout of the PDF, as well as whether you want to export Using Client API, Using Server API, or have the option to select either of these in the Print Manager Dialogue, in which case you would select Both. You can also add JavaScript for advanced scenarios.

See here for example scripts: NITRO Print – Advanced formatting using JavaScript – Crow Canyon Software Knowledge Base

clip1332

 

Update a List Template

Click on ‘Edit’ icon clip0285 to update a List Template

clip0219

Note: You can change all the settings configured for that Template except what List it is used on.

 

Delete a List Template

Click on ‘Delete’ icon clip0286 to delete a List Template

clip0220

 

Printing a List

1.Open a list view on which List Template is configured and click on ‘Print’ icon under ‘List’ ribbon

clip0221

 

2.Crow Canyon Print Manager auto-selects ‘Default’ list template

clip0222

 

3.Select a list template from the dropdown and click on ‘Print’ Icon

clip0223