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→Task Type: Generate PDF File
* '''Expire After''' - Intended duration of the workflow.
* '''Web Page Field ID''' - Must contain the Custom Field ID of the Web Page View to be converted into PDF format. To create multiple PDFs, enter the Custom Field IDs of the Web Page View fields in the Web Page Field ID# setting of the Workflow Task, separated by commas.
* '''Store to Field ID''' - If PDF file should also be stored to the record, must contain the Custom Field ID of the relevant Link - Multiple Files custom field.
* '''PDF Render Language''' - If a language is specified, the language option will be applied to the PDF generated
:::* '''Message Template: Message Type''' - Type of message – e-mail, instant message, both, or none required with this task. E-mail and instant messages can be created using variables that will create custom messages specific to instances of the workflow. Options are No Message Required (default), Quick Message, Email Only and Quick Message and Email.
{{Template:WorkflowMessageTemplate}}
* '''Routing: Use Variable for Recipients''' - Allows recipients of the message to be selected using variables. See this article for configuration details.
* '''Routing: Use UTA Role''' - When using roles to select recipients, the UTA Role can be used to determine recipients.
* '''Routing: Role''' - Used to select recipients by role.
* '''Routing: Selected Users''' - If required, specific users can be selected to complete this task. This technique restricts the number of users that the initiator can select.
* '''Routing: Routing Options''' - Specifies the types of options available to process this workflow step. In many instances, the default options can be used, such as Approved, Rejected or Revise. But additional and alternate sets of options can be created to reflect more complex business processes.
===Task Type: PDF Merge===
Will convert [[Custom Field Type: Special – MS Word Merge|Word Merge]] document to a PDF which can then 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 [[Custom Field Type: Special – MS Word Merge|Word Merge]] Custom Field. You must specify the Custom Field ID of the MS Word Merge document to be converted in the MSWord Merge Field ID field on the Workflow Task settings.
To store the PDF, specify the field ID of the Link - Multiple Files custom field in the Store to Field ID field on the Workflow Task settings.
The field you are storing too 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.
Generate PDF File Tasks have the following settings:
* '''Name''' - Narrative name for the task.
* '''Task Type''' - manually set to Create Consumer/Provider Link
* '''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.
* '''Description''' - Detailed description of the task (optional).
* '''Expire After''' - Intended duration of the workflow.
* '''MSWord Merge Field ID''' - Must contain the Custom Field ID of the Web Page View to be converted into PDF format. To create multiple PDFs, enter the Custom Field IDs of the Web Page View fields in the Web Page Field ID# setting of the Workflow Task, separated by commas.
* '''Store to Field ID''' - If PDF file should also be stored to the record, must contain the Custom Field ID of the relevant Link - Multiple Files custom field.
* '''PDF Render Language''' - If a language is specified, the language option will be applied to the PDF generated
