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For the selected Tenant and Module, the Administrator can configure section-wise fields that required in the exported PDF file.

To configure PDF content designer:

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

    Note:

    The section checkboxes are automatically selected when the administrator drags and drops the attributes from the highlighted box.

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

    Note:

    The attributes available in the highlighted box do not appear in the exported PDF. Only the attributes on the left side appear in 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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