Define Print Options for a Business Object

Use the Print Options page in the Business Object Actions window (accessed from the Object Manager within the Blueprint Editor) to define One-Step Actions or Reports that can be run from a Business Object's Print menu. Users can select these Actions from the CSM Desktop Client menu bar (File>Print) when working with records for a particular Business Object.

To define print options:

  1. Open the Business Object Actions window:
    1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

    2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Actions task in the Structure area.
  2. Click the Print Options page.
  3. Add Actions to the Business Object's Print menu:
    • Click the Add button to open the Action Manager. Then, select a One-Step Action or Report, or create a new one.
    • Click the Remove button to remove a selected Action from the list.
    • Click the Make Default button to make the selected One-Step Action or Report the option the default selection when a User clicks Print from a Business Object's file menu. This is also the print option that will run (without prompting) when a User clicks the Print button on the toolbar.
    • Use the Up/Down arrows to change the order of the selected options.
  4. Select OK.

  5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.