How to generate and save a result set to PDF

Search functionality in Sapphire is often used to locate one or more records in order to modify the data (details here). Programme Leads can also make Query Forms that allow you to perform a search and return a result set (all the objects at a particular location, for instance), and to save the results to PDF1.

Any Query Forms available to you are listed under the Queries heading:

Editor

A Query Form is configured to:

  • search one or more fields in a specific module;
  • return all or (optionally) a maximum number of results; and
  • list data from one or more fields (optionally sorted).

A Query Form only includes a search field and Save Results to PDF button:

Query Form

Details about the purpose of the Query Form are available from the Information icon in the Title bar:

Description

Enter a search term (or no search term to return all records) and select Go (or press ENTER).

The number of records found is indicated and results are listed below the search box:

Search results

Records cannot be edited; instead you have the option to save the results to PDF by selecting Save results to PDF. All the data listed in the result set is saved to the PDF file.

Depending on your browser's configuration:

  • a file, named using the Query Form's title, will be downloaded to your device's Downloads folder; or
  • you will have the option to name the file and save it to any location.