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12-12-2012 11:00 AM
Is it possible to create a print template for a record detail page? I have a custom object and whenever a user prints, I'd like to it to print to a format that I setup - complete with company logo, record information and maybe an attached word page. If it's possible, would someone walk me through how to set it up?
12-12-2012 07:49 PM
1. you can add a Custom Button, called 'Print' on the top of the detail page
2. link this Print Button to a VF page
3. in the VF page, define your print template, also can render as a PDF format
Then when the user want to print, they can click the button and print in the pop-up window.
12-13-2012 03:19 PM
Thanks so much for this info!! It sounds like exactly what I want. Unfortunately I'm a new administrator with no VF experience. Would you have a moment to explain the steps to this?
12-15-2012 12:51 AM
I just went through your path, so I can share with you some of my experiences.
If you want to create PDF fille, the article below has detailed instruction
This requires both Visualforce and Apex development.
Although it is not too difficult to write simple VF and APEX, the effort to write Salesfoce testing script is a bit overwhelming for a new starter.
If you want to avoid the above development effort, you may consider to use Appexchange Apps (e.g. S-Docs, Conga composer)
I personally recommend you to try S-Docs free edition first( including two free templates for unlimited users and time) to get your first document delivered, then you can spend time to dig into VF and Apex.