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| + | #REDIRECT [[Workflows_Overview#Task_Type:_Generate_PDF_File]] |
| − | 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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| − | The PDF generated must be based upon 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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| − | Multiple PDFs can be created and stored in a single [[Multiple Files]] custom field using this workflow task type. See [[Creating Multiple PDFs with a Single Workflow Task]] for instructions.
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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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| − | The field you are storing to does not need to be on the same object. The syntax @parent.Field Name.id@ allows the workflow to store a level two web page view to the parent record.
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| − | :'''Note:''' the "Store To" [[Custom Field]] must be a [[Custom Field Type: Link – Multiple Files]].
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| − | [[Image:WorkflowTaskTypeSettings-GeneratePDF.png|link=|850px]]
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| − | ==Task Settings==
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| − | Generate PDF File Tasks have the following settings:
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| − | * '''Name''' - Narrative name for the task.
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| − | * '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
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| − | * '''Description''' - Detailed description of the task ''(optional)''.
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| − | * '''Expire After''' - Intended duration of the workflow.
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| − | * '''Web Page Field ID''' - Must contain the [[Custom Field ID]] of the [[Web Page View]] to be converted into PDF format. See also [[Creating Multiple PDFs with a Single Workflow Task]].
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| − | * '''Store to Field ID''' - If PDF file should also be stored to the record, must contain the [[Custom Field ID]] of the relevant [[Multiple Files]] custom field.
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| − | {{WorkflowTaskTypeMessageTemplate}}
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| − | {{WorkflowTaskTypeRouting}}
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| − | {{WorkflowTaskRoutingOptions}}
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| − | ==See Also==
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| − | * [[Workflow Task Types]]
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| − | * [[Custom Field ID|Determining the custom field ID]]
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| − | * [[Creating Multiple PDFs with a Single Workflow Task]]
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| − | * [[Selecting Recipients in an Acknowledgment Workflow]]
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| − | [[Category:Workflows]][[Category:PDF]]
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