Configuration

Print menu rendering mode

Omni Designer exposes a rendering mode in Settings that controls how reports are produced when you use the Print menu on a record.

• Client-side - The PDF is generated in the browser using the designer’s client engine.
• Server-side (default) - The PDF is generated on the server by the Server-Side Rendering add-on.

By default the Print menu uses server-side rendering. Only when you explicitly select Client-side does the Print menu action run in the browser.

This setting affects only the Print menu action. It does not change how the designer works while you are building a report.

What the setting does NOT change

The following scenarios always render server-side, regardless of the Print menu setting:

• Email attachments - PDFs attached to outgoing emails.
• Send by Email - Sending a report by email directly from a record.
• Scheduled workflows - Scheduled actions, automated actions, and queue jobs.

These run unattended on the server, so they rely on the Server-Side Rendering add-on and are never affected by the Print menu mode.

Configuring email templates

To attach an Omni Designer report to an email, point the email template at your report templates.

1. Open Settings > Technical > Email > Templates and select the template you want to configure.
2. In the report attachment configuration, set the relevant report templates via the report_template_ids field.
3. When the email is sent, the listed templates are rendered on the server and attached as PDFs automatically.

Make sure the Server-Side Rendering add-on is installed and wasmtime meets the required version (see Installation); otherwise email attachments fall back to client-side behavior for interactive sends.