Export Problem Record Details in PDF

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Feature released in SummitAI Service Management (Denali SP2, Problem Record Management)

What's New?

Now, a new option EXPORT TO PDF is added on the ACTIONS panel of the Problem Record details page.

Business Benefits

Using this option, the Analysts can export the problem record details into PDF format and share it over email with required stakeholder who is not having access to SummitAI Web application.

How it Works? 

Navigation:

Select Problem > User > Problem Record List > Click a Problem ID> Click EXPORT TO PDF icon on the ACTIONS panel. The EXPORT TO PDF pop-up is displayed.


Figure: Problem Record details page

On the EXPORT TO PDF pop-up page, select the required sections to be displayed in the PDF. Click Export. For more information, see Exporting Problem Record Details in PDF.



Figure: Exported PDF

Configuration

On the PDF CONTENT DESIGNER page, the Administrator should configure section-wise attributes that need to be exported to a PDF file. For more information, see PDF Content Designer Configuration.