Has anyone created a customization or a way to select and print/priview a group of Quote(s) ?
An Updateable dashboard with a checkbox for “ReadyToPrint” (may be a UD field) is the best bet. Then you can use the AutoPrint BPM against that field.
Thank u . I will look into this.
Will this solution print each quote separately as each corresponding checkbox is marked? Is there a solution where the print preview will also work with the selected quotes but produce one PDF will all selected Quotes?
Ideally, I would like to create the same feature available for printing the Job Traveler. In the Job Traveler Submit form, the Filter tab allows for selecting a number of Jobs that you can then preview or print.
If the AutoPrint for quotes has a parameter for QuoteList, then likely yes, but it will take some code to get there.
Unfortunately, the QuoteForm does not have a QuoteList param.