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            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 ActionPrint.png 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 PrintReport.png 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 PrintAction.png in the Summary box on the left. A new tab will open and generate the printable view.
            3. Review the contents and either print PrintReport.png 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 PrintReport.png the report or use the Save As command to export the report to a document format.
            Updated: 29 Oct 2018 11:21 AM
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