How can we export grid search results to pdf?

Question

I have interface displaying record data in grid format. When the user clicks Export to PDF, the currently filtered results (or all records if no filter is applied) should be downloaded in PDF format.

Shubham Aware · Answer

Implement a custom button to generate PDF from grid data without using the record grid's built-in download button. When users apply filters, store the filtered values in a local variable and pass them to a process model. The process model should query record data using the filtered values (if present) or full data (if no filters are applied), generate HTML from this data, and then use the HTML to PDF smart service to create the PDF. This requires two clicks: the first click calls the process model to generate the PDF, and the second click downloads it. Design the button label to make this feel like a single process rather than two separate steps (Generate PDF -> Download PDF).

Shubham Aware · Answer

It's not possible to directly access built-in record grid filter values in local variables - they're scoped internally to the grid component. The record grid's user filters operate within their own context and cannot be captured outside. You must implement custom filters using dropdowns/text fields outside the grid, store selections in local! variables, and pass them to both the grid's filters parameter and your process model. This way you control and access filter values for PDF export.

How can we export grid search results to pdf?

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