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Print Templates

This page enables you to create templates used for printing the request form. Based on these templates you can print the required details in the Request.

To view the Print Templates page, navigate to Admin > Request Management > Print Templates.

Here, you can do the following:

  • Search: You can search for the required entry based on the Name column.
  • Create Print Template: You can create a new print template.
  • Enabled: You can enable or disable a print template.
  • Set as Default: You can set a print template as the default template.
  • Duplicate: You can create a duplicate print template.
  • Edit: You can edit the existing print template.
  • Delete: You can delete the template if not required. A confirmation message appears. Click Yes to continue or Cancel to stop the process. Only custom templates can be deleted.

Create Print Template​

To create a print template,

  1. Click the Create Print Template button and a popup appears.

  1. Enter the below details:
ParameterDescription
Template NameEnter the name of the template.
Template DescriptionEnter a short description about the template.
Print FormatCreate a template that defines how Request details will appear when printed. Use the Insert Placeholder button to add placeholders for fields such as Requester ID, Requester Name, Subject, Task Details, etc. For placeholders like Task Details, which contain selectable columns, you can configure the displayed columns using the Placeholder Configuration section. This section allows you to select or remove specific columns to control the level of task information included in the print format.
  1. Once done, click Create. The created template will appear on the "Request Details" page at the time of printing the request as shown below.