Workflow Soluiton

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  • 1.  Convert final approved form to PDF and file

    Posted Jun 15, 2011 11:31 AM

    I have created a form in Workflow 7.0 that allows a user to request an exemption from our encryption software.  I have the workflow down and working fine, however, I would like to take the final approved for and convert it to a PDF and file it onto a document server for our records.  I have added the final form to my custom library and I have found some convert or create options but nothing seems to be working.  I'm going to keep looking and I'll post if I find a solution, but if anyone has one, a little help would be much appreciated.  Thanks.



  • 2.  RE: Convert final approved form to PDF and file
    Best Answer

    Posted Jun 15, 2011 12:00 PM

    Chris Bern created a great video on creating a PDF in a Workflow that includes most of what you want to know: 

    Generate a PDF from Workflow

     



  • 3.  RE: Convert final approved form to PDF and file

    Posted Jun 15, 2011 01:52 PM

    That will help.  I had figured out a way to do that but I was hoping to be lazy and use the nice looking form that I had already built as a part of the final approval and review.  It looks nicer than the HTML merge.  I'll give this a shot and see how it works.



  • 4.  RE: Convert final approved form to PDF and file

    Posted Jun 29, 2011 10:40 AM

    What about printing the form to a PDF Creator and having it save it to the specific location?



  • 5.  RE: Convert final approved form to PDF and file

    Posted Jun 29, 2011 10:45 AM

    I hadn't thought of that.  I think I might take the HTML from the final webform and see if I can add that to the HTML convert instead of the HTML builder.  It's all about aesthetics at this point.  Though I could care less, it's important to people more important to me.