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Print/Save order and order lines as PDF

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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
  • ?

Voucher/invoices

  • 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

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

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