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Define Print Options for a Business Object

Use the Print Options page in the Business Object Actions window (accessed from the Object Manager within the Blueprint Editor) to define One-Steps or Reports that can be run from a Business Object's Print menu. Users can select these Actions from the CSM Desktop Client menu bar (File>Print) when working with records for a particular Business Object.

To define print options:

  1. Open the Business Object Actions window:
    1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

    2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Actions task in the Structure area.

      The Business Object Actions window opens.

  2. Click the Print Options page.

    Business Object Print Options

  3. Add Actions to the Business Object's Print menu:
  4. Click OK.
  5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

See Also

Configuring Formal Reports

Configure Reports Security Rights