Printing Actions and Workflows

Printing Actions and Workflows

Actions may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. Depending on the data you are looking for, this can be done in a few different ways:

  • Print a single Action: Print the details of a single Action.
  • Print a Workflow: Print out all the Actions of a Workflow in a single report.
  • Print selected Actions: Select a number of Actions from a Grid to print in a single report.

This feature is also available for Printing Workflow Templates.

Printing a Single Action

  1. Open the Action Overview view of the Action to be printed.
  2. Click print in the upper right of the Action Card. A new tab will open and generate the printable view.
  3. Review the contents and either print the report or use the Save As command to export the report to a document format.

Printing a Workflow

  1. Open the Action Overview view of the Action to be printed.
  2. Click print in the Summary box on the left. A new tab will open and generate the printable view.
  3. Review the contents and either print the report or use the Save As command to export the report to a document format.

Printing a Selection of Actions

  1. Navigate to the Actions Workspace.
  2. Select up to 20 Actions to include in the report.
  3. In the toolbar, click Reports > Action. A new tab will open and generate the printable view.
  4. Review the contents and either print the report or use the Save As command to export the report to a document format.
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