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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Can I adjust the Save Copy as PDF step to include the Title on the layout? For example, "Account List 2019". I frequently create lists for other years and would like to show the year in the pdf. Not just "Account list".

Posted
40 minutes ago, john9210 said:

Can I adjust the Save Copy as PDF step to include the Title on the layout?

There is no such script step. And if you use the Save Records As PDF step, you should get a PDF document that's equivalent to a printout of your current layout - including any titles you might have.  So it's not clear what your question is.

Posted

Yes, Save a Copy as PDF. I would like to get the title in the filename.

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