PDF is a file format that has all the parts of a printed document in an electronic format that can view, navigate, print, or share.

Integrations and Connectors

AgilePoint NX integrates in these ways with PDF:

  • Activities in Process Builder
  • Form settings in eForm Builder

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.

Figure: Process Activities for PDF

Process Activities for PDF

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.

Figure: Form Settings screen

Form Settings screen

Related Topics


Video: Create a Document in Microsoft Word or PDF Format

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PDF, PDF document, portable document format