Create advanced print views

In this unit, you will learn how to create an advance print view and view its output.

Transcript

00:04

The last topic in the module's workflow is creating Advanced Print Views.

00:11

Advanced Print Views are similar to reports.

00:13

They can be accessed from a workspace item by selecting the printer icon, then the name of the print view.

00:21

To create a new Advanced Print View, select Administration > Workspace Manager.

00:27

Expand a workspace and select Advanced Print Views.

00:32

Step three, Click New Advanced Print View.

00:37

Step four, The Advanced Print Views editor includes tools to add content and to format your views.

00:44

You can use Insert artifact and move the relevant fields to the correct locations

00:50

and you can use the html source icon to enter or paste html code.

00:56

Also shown here is the Insert/edit image icon that you can use.

01:01

We'll be taking a look at an example in the upcoming demonstration.

01:07

In this demonstration we will view and out of the box Advanced Print View configuration and also creating new one.

01:15

To do this. Select Administration,

01:18

Workspace Manager, expand the Design Reviews workspace.

01:23

Select Advanced Print Views

01:26

and we'll take a look at what has been set up. There are 2.

01:34

Now we'll take a look at how we view the Advanced Print View output through the workspace itself, we will navigate to the Design Reviews workspace.

01:47

And then select an Item,

01:51

and then we'll select the Print icon to see the two defined Advanced Print Views.

01:57

Let's select the Summary Print View to view its output.

02:02

Now we'll go back into the Workspace Manager to make a copy of the Summary Print View to create a new Advanced Print View.

02:10

So we select Edit and then we highlight all the entities.

02:19

Select Copy, we see other icons here, for pasting

02:26

and also Inserting artifacts.

02:28

But we've copied now and we want to cancel out of this and create a new Advanced Print View.

02:37

First we enter a Name - New Design Reviews Summary and Paste the contents from the Summary Print View.

02:44

We'll now make some changes to it, such as removing the review attachment section and we'll also add some color to it.

02:51

We'll add some color to the Review Findings heading, we'll make that red

03:00

and then we'll scroll up and also change another heading to red,

03:08

the Review Details setting.

03:15

The last thing we'll do is add an image to the bottom of the print view after the Planned Tasks section.

03:21

To do this we use the Insert/edit image icon,

03:26

enter the Source

03:28

and the Image Description.

03:31

The dimensions are automatically entered and will change them to be half the size

03:38

click OK to finish

03:41

and our image is shown.

03:46

Note that you can also edit your print view by entering or pasting html code.

03:51

To do this. Use the Source code icon

03:55

and then enter or paste your html code into the Source code window.

04:03

When finished editing,

04:06

click Save and Close.

04:09

Now let's switch back to view the output of our new Advanced Print View.

04:13

We select the Name to view it and see that it has the changes that we made, such as the heading color changes and added image.

Video transcript