PDF Content Designer Configuration

For the selected Tenant and Module, 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 or Change Management or Problem Management.

4. Select the check box next to the section name of the required section and drag and drop the attributes from the highlighted box on the right-hand side.
   
   

   Note:

   If the administrator drags and drops the attributes under a particular section without selecting the check box next to the section name, then the check box next to the section name is automatically selected.

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 on the right-hand side do not appear on the exported PDF. Only the attributes on the left-hand side appear on the exported PDF according to their sort order.

   If the administrator drags and drops all the attributes under the highlighted box on the right-hand side from a particular section, then the check box next to the section name is automatically unchecked.

   
   
   Figure: PDF CONTENT DESIGNER page - Incident