Video Screencast Help
Scheduled Maintenance: Symantec Connect is scheduled to be down Saturday, April 19 from 10am to 2pm Pacific Standard Time (GMT: 5pm to 9pm) for server migration and upgrade.
Please accept our apologies in advance for any inconvenience this might cause.

Generate a PDF from Workflow

Created: 24 Apr 2009 • Updated: 09 Sep 2010 | 5 comments
ChrisBern's picture
+5 5 Votes
Login to vote

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

Comments 5 CommentsJump to latest comment

N1500's picture

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

+1
Login to vote
ktran's picture

Hi Chris!

Awesome video btw!

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

Thank you,

+1
Login to vote
bricast's picture

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?

0
Login to vote
bricast's picture

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

0
Login to vote
Steve Wayment's picture

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.

0
Login to vote