Saving as a .pdf

[Eoin O Riabhaigh 0]

When I save to .pdf the default setting in the Save box is  "Records Being Browsed". This is very awkward for me as I discovered I almost sent my entire library of invoices to someone. Is there any way of setting the default in this field to "Current Record" so I won't make this mistake in the future?

[Steve Martino 43]

If you do it thru a script it gives you the option when you set it up.  Are you doing it another way?

[Ocean West 167]

Well best option is to totality script it or if you know you only ever want to send the ONE invoices then you can create a self relationship and do a GTRR this way you would only have 1 record then the setting on the PDF generation doesn't matter. 

 

[Eoin O Riabhaigh 0]

OK guys. Thanks for that. I'm just a novice at this so I'll have to do a lot of research to script it.

 

[comment 1,724]

48 minutes ago, Eoin O Riabhaigh said:

I'll have to do a lot of research to script it.

It's not that difficult. Basically the same as doing it manually - except all your choices are stored in the script and recalled when you run it. You may not even need a script - a button set to perform a single step could be all that's required.

 

[Eoin O Riabhaigh 0]

Not sure if I'm on the right track here but I have created a button and applied a Save A Copy script to it. I click on the settings icon next to it and get the choice to Specify the Output. That's not really what I need is it?

 

[comment 1,724]

4 hours ago, Eoin O Riabhaigh said:

I have created a button and applied a Save A Copy script to it.

If you want to automate the File > Save/Send Records As > PDF…  menu command, then you should use the Save Records As PDF script step.