The table below lists the fields of the PDF Design form and provides utilization guidelines for each field.
Field Label
Utilization Guideline
Name
The Name field is used to enter a name for the PDF design.
Category
The Category field displays the design category that was selected when the PDF design was created. PDF designs can be prepared for workflow summaries, project summaries and dashboards.
Disabled
The Disabled box is checked when the team may no longer be related to other records, such as an approval task.
HTML
The HTML field on the HTML tab is used to maintain the HTML code of the PDF design.
The maintenance of code in this field is supported by a code editor that offers special shortcut keys.
CSS
The CSS field on the CSS tab is used to maintain the CSS code of the PDF design.
The maintenance of code in this field is supported by a code editor that offers special shortcut keys.