PDF

Activities in Process Builder

You can use out-of-the-box activities for PDF to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available.

• Microsoft Word
• PDF Converter

For more information, refer to PDF Converter activity and Microsoft Word activity in Process Builder:

Form Settings in eForm Builder

You can turn on Show Save as PDF Button on Form Settings > Actions tab to show the Save as PDF button on your eForm to save an eForm as a PDF file.

For more information, refer to, Form Settings.

• Microsoft Word activity
• Create a Microsoft Word or PDF File
• How Do I Create Repeating Tables in a Document I Can Use with the Microsoft Word Activity?
• Change a File to PDF Format
• Save an eForm in PDF Format at Design Time
• Save an eForm in PDF Format at Runtime
• How Can I Put an Image in a Microsoft Word or PDF File?

Examples

• (Example) Create a Word Document and PDF File with Data from an App
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Video: Create a Document in Microsoft Word or PDF Format

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Keywords

PDF, PDF document, portable document format