Hello,

I had a requirement to provide Export to PDF option in Incident form in agent workspace with excluding few fields and related lists. Though export option is available in native UI without modification but export option itself was not available in agent workspace.

So I read few links in community which provided me hints about implementing this solution about providing Export to PDF option along with excluding fields, related lists which I don't want as part of export.

Here are the steps to achieve this.

1) Create new view in Incident form and add fields accordingly which you want to see in 'Export to PDF' view and save it.

2) Now Change the view to 'Export to PDF' and go to related list and remove all, Once done save it and see form in 'Export to PDF' view will not have fields and related lists.

3) Now create one New UI action with a name 'Export to PDF' and make sure this is available only in Workspace but not in Native UI, follow below configuration

Code :

function onClick(g_form) {
  var url = '/' + g_form.getTableName() + '.do?sys_id=' + 
      g_form.getUniqueValue() + '&sysparm_view=export_to_pdf&PDF';
  top.window.open(url, '_blank'); 
}

3) If you observe above code I have added View which I created 'pdf_export' and also added 'PDF', this will make sure when agent clicks on button, record will be downloaded as PDF but with 'pdf_export' view instead of 'workspace' view.

And with this I was able to add Export functionality along with excluded the fields and related list which I do want in PDF export.

4) Lastly go to agent workspace, Open Incident and click on button it will download PDF.

Please hit like or bookmark the Article in case that's helpful.

Feel free to correct me in case Article needs modification.

Best Regards