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Kindly provide a proper step by step methods to Convert a Form to PDF format

Have you looked at this help content :
https://help.k2.com/onlinehelp/k2appit/userguide/1.5_update5/default.htm#pdf_control.html

Hi Russel,


 


The PDF converter broker is also available. This is found in your workflow under Context browser > SmartObject server > System > Controls > Save as PDF. You may use the method Create PDF from URL to convert your form to a PDF.


 


Please refer to our documentation for more details:-


http://help.k2.com/onlinehelp/k2smartforms/userguide/4.7/default.htm#PDF_Converter_Service_Broker.html


Hi Russel, 

See steps below. 

  1. Create form
  2. Place views on form
  3. Add a SaveAsPDF button to form canvas
  4. Add a button and add the following rule:
    1. When button is clicked -then execute Save As PDF control's Save PDF method
  5. Save and Finish form
  6. On the context browser at the bottom, Click to show All artefacts
  7. Expand System > Controls > SaveAsPdf > 
  8. Generate a Listview from the PdfFile SmartObject and save it in your category
  9. Run your form and click button (It may take a while to execute)
  10. Run the ListView and click on the file - A PDF of your form/view is created

Regards

Mo


If you need to attach the PDF to emails for sending on with Approvals and what not, then remember to put the RETURN ID of the PDF in a Data Label, then you can use that Data Label PDF ID to attach the PDF to emails in workflows / email rules for example etc.


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