Newbies Eoin O Riabhaigh Posted July 30, 2020 Newbies Share Posted July 30, 2020 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? Link to comment Share on other sites More sharing options...
Steve Martino Posted July 30, 2020 Share Posted July 30, 2020 If you do it thru a script it gives you the option when you set it up. Are you doing it another way? Link to comment Share on other sites More sharing options...
Ocean West Posted July 30, 2020 Share Posted July 30, 2020 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. Link to comment Share on other sites More sharing options...
Newbies Eoin O Riabhaigh Posted July 30, 2020 Author Newbies Share Posted July 30, 2020 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. Link to comment Share on other sites More sharing options...
comment Posted July 30, 2020 Share Posted July 30, 2020 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. Link to comment Share on other sites More sharing options...
Newbies Eoin O Riabhaigh Posted July 31, 2020 Author Newbies Share Posted July 31, 2020 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? Link to comment Share on other sites More sharing options...
comment Posted July 31, 2020 Share Posted July 31, 2020 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. Link to comment Share on other sites More sharing options...
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