Converting Forms to PDFs for Email
  • 12 Feb 2024
  • 1 Minute to read
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Converting Forms to PDFs for Email

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Article summary

Example Lab Article
While Example Lab projects are resources for public use, articles and assets are not actively maintained. Screenshots and features are from the specified version below. These references may become dated as new versions are released.


Overview

Example Lab Details

Version6.4.0
Root FolderExample Lab - Form Conversion
Modules None
DependenciesNone

This Example Lab project demonstrates how to convert a Form to an emailable format.


Explanation

In order for this example project to work the user must have their Form in an HTML template format or have an HTML template that mirrors the Form. In this example, there is a unit test provided to the user with an HTML template that is used in the Form. The Flow will display the Form to the user and there will be two buttons on the bottom., one to convert the Form to a PDF and the other to cancel. Assuming the user presses the convert to PDF button, the Form will be converted to a PDF using the HTML to PDF step. The PDF file output from this step will then be passed into the Send Email step. Here the document will be emailed to the current Flow user by default.

Reference Articles



Project Download

The examples attached were developed to be instructional and were not developed as officially supported components. For more information or to engage our service team to develop fully supported, production-quality solutions, please contact services@decisions.com. Import the project below to a Decisions environment on version 6.4.0 or later using our Importing/Exporting article.





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