Difference between revisions of "Workflow Task Type: Generate PDF File"

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Auto generation of a PDF that can be:
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* E-mailed to the person(s) designated in the workflow step.
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* Stored within a [[Multiple Files]] Custom Field.
  
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Auto generation of a PDF that will be emailed to the person(s) designated in the workflow step.
 
  
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The PDF will be generated from the file(s) stored within the [[Custom Field]] indicated.
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The PDF generated must be a [[Web Page View]] [[Custom Field]]. You must specify the [[Custom Field ID]] of the [[Web Page View]] to be converted in the '''Web Page Field ID#:''' field on the Workflow Task settings.
  
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'''Note:''' the [[Custom Field]] must be a [[Custom Field Type: Link – Multiple Files]]
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If you wish to store the PDF you can specify the field ID of the [[Multiple Files]] custom field in the '''Store to Field ID''' field on the Workflow Task settings.
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:'''Note:''' the [[Custom Field]] must be a [[Custom Field Type: Link – Multiple Files]]
  
  
  
 
[[Category:Workflows]]
 
[[Category:Workflows]]

Revision as of 14:24, 13 January 2010

Auto generation of a PDF that can be:

  • E-mailed to the person(s) designated in the workflow step.
  • Stored within a Multiple Files Custom Field.


The PDF generated must be a Web Page View Custom Field. You must specify the Custom Field ID of the Web Page View to be converted in the Web Page Field ID#: field on the Workflow Task settings.


If you wish to store the PDF you can specify the field ID of the Multiple Files custom field in the Store to Field ID field on the Workflow Task settings.

Note: the Custom Field must be a Custom Field Type: Link – Multiple Files
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