Application Scope

Introduction

Feature(s)

Through the application scope, you can configure which locations can use the template for printing. Multiple custom templates can be created in a form. A custom print template can also be used in multiple locations. Each location can also select multiple print templates.

Application Scenario(s)

• When printing data through custom templates, you should have permission to print.

• When reviewing workflows, you can print data through custom templates.

Preview

When the application scope is limited to the Manage All Data permission set, you can use a custom template to print if you belong to this permission set. If your permission set is View All Data, you cannot use the custom template.

Available Scope

Regular Form(s)

You can use default print templates in regular forms in the following scenarios.

Workflow Form(s)

You can use default print templates in workflow forms in the following scenarios.

Where to Set

Extension

For regular forms and workflow forms, you can go to Extension > Print Templates > Set the usage scope of the template to set the application scope.

1. Select the template to be set, and click Print Template Settings > Set the usage scope of the template to customize the available application location of the template.

2. You can also go to Print Templates, click Edit > Print Template Settings > Set the usage of the template to tick the application location of the template.

Publish

For regular forms and workflow forms, you can also set custom print templates for the permission set in Publish.

Go to Publish > To Members, click Print Templates of permission set, and tick Custom Print Template.

Workflow Properties

For workflow forms, you can set the application scope of templates in Workflow Properties.

Go to Workflow, click the node to be set, click Node Properties > Advanced > Submit&Print, and then enable Submit&Print. Go to Print Templates, click Custom Print Template, and click Complete after the settings.

Where to Use

Permission Set(s) and Manage Data

You can print regular forms and workflow forms through custom templates in permission sets and Manage Data.

Tick multiple pieces of data, click Batch Print, and select a custom template to print:

You can also click on record and enter the details page to print it:

Public Query Link and Share Link for a Record

Through Public Query Link and Share Link for a Record, when members view the corresponding data, click Print to print the current data:

Note:

For Public Query Link and Share Link for a Record, if you want to use a custom template for printing, you need to set a custom print template first. Otherwise, the system template will be used by default for printing.

Workflow(s)

The process-related entries are as follows:

Details of Template Application Scope

Go to Extension > Print Templates, and you can see the application scope of each template.