Print/Save order and order lines as PDF
- Dennis Bridges
UXPROD-2893 - Getting issue details... STATUS
Problem:
Users are not able to print acquisition records from FOLIO. This limits the ability to share, preserve and communicate information with third-parties and other non-FOLIO users.
Use cases:
Orders
- Orders are still occasionally printed and sent via mail to a vendor
- Orders are often Saved as PDF and sent to vendors via email that cannot accommodate other forms of communication
- Potentially during the claiming workflow users will want to print/save to PDF and communicate order information to Vendor once again
Voucher/invoices - Note this will require additional FE dev work as we can not leverage existing order export logic
- Vouchers at some institutions are printed for a physical archived
Combined Workflow - TBD
When viewing a record like an order record, user has a print option in the actions menu
Print layout will include a set number of fields from the Order and order line(s)
Print settings modal is displayed and user can choose what fields they would like to be included from the PO and POL for printing based on the full print layout
User clicks print and the and the system gather order data to populate the HTML template with selected data points
The populated template is sent to browser and triggers the browser print function. (Note this is not a mock of the real layout)
All selected orders and order lines appear in one large document that can be printed or saved to PDF
Possible layout ->
Record is printed or saved to PDF. No log or history of printing is captured
Possible Workflow 1 - TBD
When viewing a record like an order record, user has a print option in the actions menu
Print layout will include a set number of fields from the Order and order line(s)
Clicking the print action sends an HTML layout to the browser and triggers the browser print function. (Note this is not a mock of the real layout)
Record is printed or saved to PDF. No log or history of printing is captured
Possible Workflow 2 - TBD
User executes a search for order records
User clicks the actions menu. IF at least one order appears in result list "Print orders from results" action is active
Print settings modal is displayed and user can choose what fields the would like to be included from the PO and POL for printing
User clicks print and the and the system gather order data to populate the HTML template with selected data points
Populated template is sent to browser and triggers the browser print function. (Note this is not a mock of the real layout)
All selected orders and order lines appear in one large document that can be printed or saved to PDF
Technical approach:
See SPIKE: Investigate using style sheet for printing vs convert to PDF on backend