+6Hi everyone,
I have a question about task assignments and PDF generation.
When a task assignment is completed and the form is submitted, we can download the results as a PDF from Tracking.
Is it possible to add a step in the workflow so that, once the task is completed, the generated PDF is automatically taken and stored in another location, for example in SharePoint?
Has anyone implemented something similar or knows if this is possible?
Thanks!
Best answer by Simon Muntz
Hi
Currently, the only way to get the task form into a PDF is to manually go in and print to PDF.
Alternative:
Use a document generation action that populates a template with the fields on the task form and generates a PDF.
Automate the manual process:
Call a Nintex RPA that logs onto your Nintex workflow tenant and prints the task to PDF.
+23Hi
Currently, the only way to get the task form into a PDF is to manually go in and print to PDF.
Alternative:
Use a document generation action that populates a template with the fields on the task form and generates a PDF.
Automate the manual process:
Call a Nintex RPA that logs onto your Nintex workflow tenant and prints the task to PDF.
+6Hello
Thank you for your response. I already did it using the Document Generation option. I was just curious to know if, in Nintex, there is an easier way to obtain it.
Thank you!!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
