Generating PDF document Using PDF/WORD template and Eform rules(Eform file rule and eform map rule)
As per my requirement I have to generate a report as a PDF document.The template should be uploaded to the eform file rule.I am stuck on how to proceed further after uploading the template to the eform rule. The details should be pre-populated into the report from the screens which are created in the screen flow. How do I pre-populate them into this report ? And how can i download the report in PDF format and edit it ,and upload it back to the case as an attachment. Do i need to use any OOTB activities for this.I am working on PEGA 7.2.2 .Please guide me on hwo to use the eform rules for generating pdf document using the Template(this template is provided by the client).
Thanks,
Vijay
***Updated by moderator: Lochan to add Categories; remove personal information***
Pegasystems Inc.
IN
Hi Vijay,
The link given below explains on how the eforms accelerator works, which should help you to achieve your requirement.
https://community.pega.com/sites/default/files/help_v722/procomhelpmain.htm
Meanwhile you may also go through another discussion on PSC which talks about generating pdf without uploading the template in eform rule.
Regards,
Evita.