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1. smehdi

   

   40 posts
   Registered:
   23 Mar 2015
   23 Mar 2015

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   Hi,
   
   We have multi step forms that we use to collect data from the users. After the the form has been submitted completely, the users should be able to print all the information captured. Is there an out-of-the box feature to facilitate printing in TPC or Sitefinity?
   
   Regards,
   
   Shan
2. swebb

   

   24 posts
   Registered:
   13 Nov 2014
   Answered

   23 Mar 2015 in reply to smehdi

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   Hi Shan,
   There are a couple of options for printing portal data:
   

   1. You could display the record and all of the fields as read-only fields and create a button that calls a "window.print()" script as the simplest solution.
   2. You could have a workflow or plugin fire in CRM that runs an SSRS report and then saves/attaches the report as a note in CRM.
   3. In our upcoming version 3.0 release we will have the capability to print to a .pdf file as well. Version 3.0 should be released within the next few days as it's in the final stages of testing.

   Thanks,
   Steve

3. smehdi

   

   40 posts
   Registered:
   23 Mar 2015
   23 Mar 2015 in reply to swebb

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   Hi Steve,
   
   Thanks for the prompt response. Glad to hear about the new functionality to print to PDF - looking forward to the new version.
   
   Re option # 2 - how would I show this note/attachment in TPC?
   
   Regards,
   
   Shan
4. swebb

   

   24 posts
   Registered:
   13 Nov 2014
   23 Mar 2015 in reply to smehdi

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   Hi Shan,
   
   In TPC you would need to display it using a CRM Notes field on the record being displayed. The CRM Notes is a field type within the forms section.
   
   Thanks,
   Steve