Saving an Action as a PDF in Dashpivot Web allows you to download a formatted record of the action and its details. This is useful for documentation, reporting, or sharing action records outside the platform. If there are unsaved changes when downloading the PDF, Dashpivot will prompt you to save the changes before the file is generated.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Dashpivot Navigation
Device Type: Computer/Browser
Step-by-Step Instructions
Open the My Actions module.
Go to Assigned to You actions or Assigned by You actions.
Open the action you want to save in the Edit Actions module.
Click the Download PDF button.
If there are unsaved changes, confirm the prompt to save the changes.
After saving, the PDF will download automatically.
Notes
If unsaved changes are detected, a modal prompt will appear asking you to save the changes before downloading the PDF.
The PDF is generated only after the latest changes are saved.