Print Service Request report and quick action

Version 2

    Details

    In 2015.1, new customers have the Print Service Request report and quick action available to them, but existing customers will need to download the attached zipped file and follow the instructions in the article resolution


    Resolution

    A print button similar to the 'Print Incident' can be added to Service Request object layout by completing the following steps:


    **Report Manager Role must be used

    1. From 'Report Template' workspace upload the reports/rdl's from attached zip file with the exception of ServiceReqSub. Ensure you add in order and Save and Refresh the Report Template workspace in between uploads:

    a. PrintServiceReqReport.rdl > Save > Refresh the workspace
    b. ServiceReqMain.rdl > Save > Refresh the workspace

    2.   Open Reports workspace 
    3. IF Reports workspace was already opened, Refresh the workspace
    4. Create new report based on the template PrintServiceReqReport
    5. Select Service Request for the Category
    6. Publish to those Roles which need access 
    7. Ensure the Report is enabled for "Can Run From Run Report Quick Action"
    8. Hide the last two parameters
    9. Save

    10. In the Service Request object workspace, create new Run Report action that uses the report created in step 2 and specify the Service Request field(s) that will get parsed into the report parameters at run time.  
    11.  Enable the 'Show as toolbar button' option to make this action appear as a button on Service Request layout.  ** This is a User Setting, meaning it will only display for you. To set it for other roles, continue to Step 6.
    12. Save
    13. Select Configure Application
    14. Select the Service Req business object
    15. Select Layouts and open the ServiceReqLayout.New
    16.   Select the gridView
    17. Select Edit to the right of the Toolbar
    18. From the Palette, drag the new Action to either the right or left toolbar 
    19.   Once in place, either double click or click on the pencil to edit
    20. IF you would like an image, select the icon_printer.png
    21.  Add a tooltip > Save
    22. Select the "Edit Layout: ServiceReqLayout.New url
    23.   Select the gridView
    24.  Select Edit to the right of the Toolbar
    25. From the Palette, drag the new Action to either the right or left toolbar 
    26.   Once in place, either double click or click on the pencil to edit
    27. IF you would like an image, select the icon_printer.png
    28.  Add a tooltip > Save