The Print Page action step in Yeeflow allows you to print application pages, dashboards, and forms with customizable configurations. This guide details the configuration process, print preview settings, and scenarios for using the Print Page action effectively.
When to Use the Print Page Action
The Print Page action is ideal for the following scenarios:
Generating Reports: Print forms, dashboards, or data lists for review or submission.
Approval Workflows: Create a physical copy of approval forms or tasks for record-keeping.
Data Sharing: Share formatted, printable pages with stakeholders without granting application access.
Custom Documents: Print data-driven templates, such as supplier forms or customer invoices, for external use.
Configuring the Print Page Action
Add the Print Page Step
In the workflow editor, click "+ Add a step" and select the Print Page action.Learn more about how to add form actions.
Define Execution Condition
Add an optional condition under Execution Condition (e.g., print only if a specific field is approved).
Enable Continue next step when condition is not met if you want the workflow to proceed even if the condition fails.
For detailed information about execution conditions, please refer to the execution conditions of actions.
Page to Print
Current Page: Use this option to print the currently open page.
Select a Page: If printing a specific page from another application or module, configure the following:
Application: Choose the target application from the dropdown.
Page Type: Select one of the three page types available: Approval Form, Data List Form, or Dashboard. Each type has its own configuration:
Approval Form
Application: Select the application containing the form(e.g., Travel Reimbursement).
Page Type: Set it to Approval Form.
Approval Form: Select the specific approval form to print.
Form Type:
Submission Form: Use this to print a submitted form.
Print Page: Select a preformatted page for printing.
Select a page: Select a preformatted printed page.
Form ID: Provide the unique ID of the form entry to print.
Note: To print a Task Form, select Current Page instead of using Select a Page.
Data List Form
Application: Choose the application containing the data list (e.g., Supplier Management).
Page Type: Set it to Data List Form.
Data List: Select the data list you want to print (e.g., Supplier List).
List Form: Choose the list form to print (e.g., Print Page).
Item ID: Provide the specific ID of the data item to print. This uniquely identifies the data entry.
Dashboard
Application: Select the application containing the dashboard (e.g., Customer Relationship Management v1.3).
Page Type: Set it to Dashboard.
Select a Dashboard: Choose the specific dashboard to print (e.g., Home Page Full Screen).
Query Parameters
Click Settings to add query parameters for filtered or context-specific data.Print Page Title
Enter a custom title to display on the printed document.
Print Preview Settings
When the Print Page action is triggered, the Print Preview screen appears.
Initial Print Preview Settings
Paper Size
Select the desired paper size, such as A4 or Letter.
Layout
Choose between Portrait (default) or Landscape orientation.
Scale
Adjust the content scaling. Use 100% for full-size or reduce to fit more content per page.
Margins
Set the margins:
Default: Standard margins.
None: Maximize printable area.
Minimum: Minimize the print area.
After configuring these settings, click Select Printer to proceed.
Advanced Settings After Selecting Printer
Once you select a printer or choose a PDF option, additional options appear:
Destination
Print directly to a connected printer or save as a PDF.
Pages to Print
All Pages: Print the entire document.
Custom Range: Specify page numbers (e.g., 1-2).
Color
Choose Color (default) or Black and White for the output.
Finalize Printing
Adjust further settings as needed and click Print to complete.
By following this guide, you can configure and customize the Print Page action and print preview settings in Yeeflow to streamline document generation, improve workflow efficiency, and enhance collaboration.