I wanted to reach out and see if people have developed forms that either
- construct a document from the questions and responses provided from a submission, which gets created, then goes through conversion (to be a PDF) to then be appended to an email action and whether or not it works
- and if there are better ways / connectors to leverage such a request.
I have a form and workflow from another application that I need to rebuild into Nintex however this 1 item is a blocker for us. The other application has a native action to construct s ‘Summary Document’ and it can be provided as a word/csv/excel or PDF. It is derived from the contents of the form/workflow upon submission.
I am trying to avoid the following as well:
- create and store file in external repository
- call file from external repository
Essentially I require a form that afterwards will generate a file and send that to the recipient / user with all the details that could be displayed in an email.
Additionally the file may also need to be password protected and is generated and applied to the file based on certain details provided or unique and is issued in an email to the respective party as it could contain PHI/PII data.
