Convert a Form to PDF

  • 18 November 2017
  • 4 replies
  • 30 views
R
Badge +1

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

4 replies

K
Badge +5
Have you looked at this help content :
https://help.k2.com/onlinehelp/k2appit/userguide/1.5_update5/default.htm#pdf_control.html
L
Userlevel 4
Badge +13

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

M
Badge +3

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

S
Userlevel 3
Badge +16

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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