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Customization of Issue PDF Print Summary

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Level 1

I am trying to download a Print Summary in PDF format with an Issue details, but need to upgrade the generic format and have the possibility to customize it in future. Is there a possibility to:

1. To export only certain fields from different sections of Issue Details tab (but not all of them when selecting a specific section)?

2. Eliminate Workfront water sign from the PDF document?

3. Manage the layout and order of the fields displayed in the PDF document? Eliminate blank space between fields?

4. Export the status field with the custom label status, not the system one? (For instance, my custom status is "Pending review", but the system status associated with it is "On Hold". I need exactly "Pending review" to be displayed within the print summary)

 

Thank you in advance!

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2 Replies

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Community Advisor

Hi there, currently this is not supported functionality. See if there are exiting Ideas in experience league to upvote, and if not, create a new one!

If this helped you, please mark correct to help others : )

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Level 4

Hi there, you can create a new custom form specifically for "PDF Print Summary" and add the required field in the order you like. You can train the users to select just that form when exporting data. 

For a more elaborate solution, you can use Fusion. Create a template in Word and use it to generate a PDF using Adobe PDF services, then publish the PDF back to Workfront. The first one will be a lot easier to implement.