Video Screencast Help
Give us your opinion and win with Symantec! Please help us by taking this survey to tell us about your experience with Symantec Connect, so that we can continue to grow and improve.  Take the survey.

Export Comments to a PDF - SD 7.5

Created: 07 Apr 2014 • Updated: 11 Apr 2014 | 2 comments
snm1502's picture
This issue has been solved. See solution.

Hello All,

I am unsure if anybody ever had a request like this, however, we are requested to add an editional link (Export Comment) besides the Comments in Description webpart of an Incident View page.

When a user clicks on this link, all the user comments of that particular ticket are exported to a PDF file and that file is either available to be downloaded or emailed to user directly.

As per my understanding, I may have to create a new workflow to export the comments and publish it as a webpart and then add that webpart to the process view page as editing existing webparts has been locked in 7.5. However, not sure if this is a correct approach?

If it is, request to please share any thoughts on the logic that would be needed in developing the workflow. If no, kindly guide / refer anything on this.

Thanks
snm1502

Operating Systems:

Comments 2 CommentsJump to latest comment

michael.george's picture

Yes, you'll need to create a new workflow to handle this request. No, it does not need to be published as a webpart; you can instead add it as a "process type action" (I suggest this method myself).

The logic for the workflow should be fairly straightforward. The workflow model will need to accept and require a value for the ReportID (if doing a process type action, might be different for web part). You can then get the ticket from that passed in value, use a foreach for comments or process history, or whatever you need.

If a post solves your issue, please mark it as a solution. It makes these forums better for everyone.

SOLUTION
snm1502's picture

Thanks for the reply, Michael.

The logic did helped. However, in addition have created a SQL based component which is getting a list of comments of the ticket and then we process that to be saved in a file.

SOLUTION