Embedded Reports in Print View

Embedded Reports in Print View

I have frequently come across customers that are looking to replace paper or MS Word forms with SBM.   This is a fantastic idea and SBM is a good fit.  The challenge we encountered in the past was that there was the occasion when the contents of the SBM record needed to be printed that included an embedded listing of related records.  

As you know we offer the print form that provides you the ability to configure the print view.  If you desire a pdf format, then you can choose to print to pdf.  However, not until SBM 11.3 did you have the embedded report widget available in the print form.

So, now as of SBM 11.3, you can add an embedded report widget, which now allows you to include that related list in your print form.  

Still trying to think of a use case?

How about invoicing?  If you read my blog on inserting line items, I used the invoice as an example.  Now you have the ability to print that invoice with the embedded list of items included on the invoice.  Check out the SBM_Invoice.pdf.

Configuration is not different from adding an embedded form to a state or transition form, but now adds a new benefit!

RECOMMENDED:  Use a report created in the User Workspace and ensure that you set the Optional HTML Template to "urlrpt.htm" in the Additional Options of your report.  This way you will not end up with a bunch of hyperlink text in your print view report.  This also hides the report title, number of items and other extraneous characters at the top of other report templates.

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