Add an advanced print view

Create an advanced print view to customize how workspace item data appears when printed. You can include content from specific workspace tabs and sections, add text and images, apply formatting, and create multi-column layouts.

1. From the navigation menu, go to Administrator > Workspace Manager.

2. Select the workspace where you want to create the print view.

3. Click Advanced print views.

4. Click Add, then click New Advanced Print View.

   

5. Enter a name for the print view.

6. Add workspace data to the print view:

   a) Place the cursor where you want the data to appear.

   b) On the editor toolbar, click Insert artifact.

   

   c) From the Artifact list, select the workspace tab whose data you want to include.

   

   Tip: If you select Item Details, you can choose individual sections of the tab to include.

   d) Click OK.

7. (Optional) Repeat the preceding step to add other workspace data as needed.

8. Customize the print view using the editor tools. For example, you can add custom content, apply formatting, and arrange content in multiple columns.

   Note: To display an image stored in an item's Image field, add an HTML element using the following format:

   <img src="/api/v2/workspaces/{workspaceID}/items/${item.itemDetails.sections['{sectionName}'].fields.DMS_ID.value}/field-values/{fieldID}/image/0">

   • Replace {workspaceID} with the ID of the workspace containing the item.
   • Replace {sectionName} with the name of the Item Details section containing the DMS ID.
   • Replace {fieldID} with the ID of the Image field you want to display.

   These values depend on your workspace configuration.

9. To preview the print view, enter a workspace item ID in DMS ID to Test, then click Test.

10. (Optional) Select Hide in Print Menu if you don't want the print view to appear in the workspace's Print menu.

11. Click Save to save your changes and continue editing, or Save and Close to save your changes and close the editor.