Workflow Task Type: Generate PDF File
Revision as of 09:18, 23 September 2013 by Arthur Lathrop (talk | contribs)
Revision as of 09:18, 23 September 2013 by Arthur Lathrop (talk | contribs)
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 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.
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 "Store To" Custom Field must be a Custom Field Type: Link – Multiple Files
