Define a Print Action

Use the Print Action to create a document that is automatically sent to the printer when the One-Step™ Action is run. For example, print certain Fields of an Incident Record (or group of Incident Records) in a memo format. Fields can be inserted as Tokens, and the Rich Text Zoom window can be used to format the contents.

If multiple Print Actions within a One-Step Action are not associated with the same print job, then the contents from each Action are sent to the printer separately and are typically printed on separate pages.

Note: Print Actions are not supported in the CSM Browser Client and Portal.

To define a Print Action for a One-Step Action:

  1. Open the One-Step Editor.
  2. Add a Print Action to the Designer Board.
  3. Define general properties for the Print Action:
    Option Description
    Name Provide a display name for the Action (this is how the Action is identified within the One-Step Action).
    Printer In the drop-down, select a printer. The menu shows all connected printers. Click the Page Setup button to open the Page Setup window and define options for how the document is printed (paper size, paper source, orientation, and margin size).
  4. Define the contents to print:
    • Provide text. Click the Selector button to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the text.
  5. Define additional options for the Print Action:
    Option Description
    When running against a group, append text together before printing If you run the One-Step Action against a group of records, select this check box to append them together before they are printed (rather than printing each record separately).
    Associate with a print job If there are several Print Actions within a One-Step Action, select this check box to have the contents for each Print Action printed together under the same print job, and then provide a name for the print job. This option is only available if you select the option to append text together before printing.
  6. Define Annotation properties.
  7. Click Save.
© Copyright 2018 Cherwell Software, LLC. All rights reserved.