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For the selected Tenant and Module (Incident or Service Request), the Administrator can configure section-wise fields that required in the exported PDF file.

To configure fields:

  1. Select Admin > Basic > Infrastructure > PDF Content Designer.
  2. On the PDF CONTENT DESIGNER page, select the Tenant.
  3. Select the Module as Incident or Service Request.
  4. Select the check box next to the section name and drag and drop the attributes from the highlighted box.

  5. You can provide a label name for the attribute as per the organization requirement by typing in the required label name in the text box provided below the attribute.
  6. Click SUBMIT.

    Note:

    The attributes kept in the highlighted box do not appear on the exported PDF. Only the attributes on the left side appear on the exported PDF according to their sort order.


    PDF CONTENT DESIGNER page - Incident
    Figure: PDF CONTENT DESIGNER page - Incident


    Figure: Exported PDF


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