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Generate a PDF from Workflow

Updated: 09 Sep 2010 | 5 comments
ChrisBern's picture
+5 5 Votes
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In this video, I will demonstrate how we can use a few simple components to generate a PDF document from a Workflow process.  The PDF is dynamically created and can contain any variable data that was derived from the process.  For example, if we have an automated purchase order process with Workflow Solution, we could write the purchase order information as well as all approval/denial history out to a single PDF. 

Once the PDF is created, I will then demonstrate how to save it to a network file share, email the PDF as an attachment, and upload it to the document repository that is part of the Workflow Advanced portal.

Keywords:  Expose Workflow Tracking ID, Email Attachment, HtmlToPDF, ExcelToPDF, WordToPDF, ImageToPDF, Import Components, pdf.dll, Merge HTML, Advanced Text Creator, HTML Elements, Write File, Permissions, FileDataType, Merge Data, Ensemble, AddDocument

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N1500's picture
05
Jul
2009
1 Vote +1
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hi

nice video..............

ktran's picture
20
Jul
2009
1 Vote +1
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Awesome Video!! Question about displaying the PDF?

Hi Chris!

Awesome video btw!

One question, is it possible to display the converted PDF?

Thank you,

bricast's picture
15
Apr
2010
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Add Page numbers

Hello Chris,
Do you know of any way I can get the PDF to display just the page number of each page or page 1 of x on each page?

bricast's picture
29
Jun
2010
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Workflow not proccessing

Has anybody see it where workflow seems to get stuck when it hits the HTML to PDF component

Steve Wayment's picture
16
May
2011
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Margins?

Does anyone know how to change the margins for the generated PDF?  It seems like it will only allow for 1" margins, but many forms (like an invoice, for example) could really benefit from much smaller margins.