Generate PDF file using smart shape
Hi Team,
I have created one form and that form consist of one button. the requirment is like that if user click on that button PDF file is download, but where we can add this create PDF smart shape in a flow i am confusing , the flow situation is like below, also i have attache file screenshot of flow.
Start Shape--->Assignment Shape(Policyholder)--->End Shape
so please clarify my doubt.
Thanks,
***Updated by moderator: Lochan to add Categories***
Accepted Solution
Updated: 14 Aug 2024 8:54 EDT
Pegasystems
US
Your picture shows
(start) - - - - - connector - - - - > [ Policy Info assignment ] - - - - Policy Info flow action - - - > (end)
So, you could put your pdf shape in one of three places, depending on how your details work. For instance, if you know even before the assignment exactly what you want to convert to pdf, you could put the pdf shape before the assignment.
If the assignment is needed for supplying some details about the pdf conversion, then you'll want the pdf shape after the assignment.
If something on the Policy Info flow action screen needs to be filled in by the user for you to know the proper details about the pdf conversion, then you'll want the pdf shape to be after the flow action.
Something you'll want to test though is what if user brings up the assignment, looks at the screen, then closes the assignment and brings it up again (for instance after lunch). Make sure that doesn't unexpectedly cause TWO pdf attachments to be generated.
/Eric
Updated: 14 Aug 2024 8:54 EDT
Techmahindra
IN
Hello Sagar,
If your requirement is on click of button then you need to call a custom activity to create a pdf . If you have configured within the flow to the smart shape create pdf as shown in the draft flow then the create pdf is called to create pdf of the section name provided in the smart shape.
Please see screen shots.
Let me know if you still have any questions?
Regards,
Shanthini Charles
Cognizant
IN
Hi Shanthini ,
I have already created a section for smart shape which is in call created pdf smart shape , but in a flow i am confuse where i can add this shape in flow, and i already share my requirement in a screenshot, please follow this screenshot and let me know where i can place this smart shape, for your information please find attachment.
Thanks for replay me.
Pegasystems
US
>>> where we can add this create PDF smart shape in a flow
You add the shape the same way you add a basic utility shape. For example, start with an assignment shape and an end shape and then drag the pdf shape between them and create two connectors to connect all three shapes in a chain. /Eric
Cognizant
IN
Hi Eric,
As per my requirement i want to add this create pdf smart shape in flow, but i am confuse where i can place this shape in flow, for your information please find attach screenshot.
Accepted Solution
Updated: 14 Aug 2024 8:54 EDT
Pegasystems
US
Your picture shows
(start) - - - - - connector - - - - > [ Policy Info assignment ] - - - - Policy Info flow action - - - > (end)
So, you could put your pdf shape in one of three places, depending on how your details work. For instance, if you know even before the assignment exactly what you want to convert to pdf, you could put the pdf shape before the assignment.
If the assignment is needed for supplying some details about the pdf conversion, then you'll want the pdf shape after the assignment.
If something on the Policy Info flow action screen needs to be filled in by the user for you to know the proper details about the pdf conversion, then you'll want the pdf shape to be after the flow action.
Something you'll want to test though is what if user brings up the assignment, looks at the screen, then closes the assignment and brings it up again (for instance after lunch). Make sure that doesn't unexpectedly cause TWO pdf attachments to be generated.
/Eric