Use the Print Report Quick Flow to automatically generate and print a report when a record is submitted in the source app. This allows users to view or print report data without manually navigating to the report.
For example, after submitting an employee record, an Employee Details Report can be generated automatically using the submitted data.
ΒΆ 1. Configure Print Report
Follow these steps to configure the Print Report Quick Flow:
- In the Conditions tab, click Add Conditions and define the conditions under which the Quick Flow should be triggered. By default, the Quick Flow runs unconditionally.
- Select the target Report from the To Report dropdown.
- Select how the report should open:
- New Tab opens the report in a new browser tab.
- New Window opens the report in a separate browser window.
- Self opens the report in the current browser window.
- Click Configure to open the Configure Quick Flow window, where you can map fields between the source application and the selected report.
- In the Field Mapping tab, select a mapping method:
- Map 1 at a Time allows you to map individual fields manually.
- Show All and Map displays all available fields for bulk mapping.
- Map the required fields between the source application and the target report.
- Click Save to apply the field mappings.
- Click Save to complete the Quick Flow configuration.
After a record is submitted in the source app, the selected report is generated using the mapped field values and displayed based on the configured open type.
