Description
Displayed related lists do not show when exporting for tables (u_project_dependencies, u_project_issues, u_project_action_items, and u_project_risks).
The information is displayed on the screen for the role project_manager; however, when the user exports to PDF, the tables are not showing.
The information is displayed on the screen for the role project_manager; however, when the user exports to PDF, the tables are not showing.
Steps to Reproduce
To reproduce :
- Log in to a demo instance.
- Impersonate a user that has read access to all the tables, and then load a problem record.
- Notice the Project Action Items related list contains 1 record.
- Right-click on the form's header and select: Export > PDF (Portrait).
- Notice that the exported PDF does not have the Project Action Items related list.
Step 1. Allow related list tabs to export to PDF.
- Open the Export context menu.
- Rename to Export2.
- Remove all conditions.
- Insert into DB.
- Open the PDF context menu.
- Change name to PDF2.
- Change parent to export2.
- Insert into DB.
- Open Portrait context menu.
- Rename to portrait2.
- Change parent to PDF2.
Step 2. Select an incident with a related list.
- Select the SLA tab.
- Select the gear to customize.
- Add time zone as fourth column.
Step 3. Recreate the problem.
- The SLA list now shows time zones.
- Edit Time zone for any SLA.
- Select header >Export2 >PDF2 >Portrait2.
- Select download and open the exported file.
The time zone column is displayed on the screen and missing from the PDF export.
Workaround
This problem occurs due to a customization in the context menu. Such customization is then not "followed" by both the import/export as well as reporting. For that reason, we recommend not modifying or customizing the context menu.
Related Problem: PRB584549