Configure the Process and Activities (PDF)

This topic shows how to create your process based on a PDF file, and configure the activities for the process created with GenAI.

Background and Setup

You can use a PDF file as a template for your form. The PDF file must meet these requirements:
- The file cannot be larger than 10 MB.
- The PDF cannot be more than 5 pages.
- Regardless of the number of pages, only one form is generated.
- Any other content is ignored, including images, icons, or descriptive text.
You can not delete the Start and Stop activities from the process.

Create an app.
For more information, refer to Create an app.
Set up the process-based app.
For more information, refer to Set Up a Process-Based App.
On the Do you want AI to create your process? screen, click Create Process With AI.
Click Next.
On the How do you want the AI to create your process? screen, click PDF.
Click Next.

Specifies the location of a PDF file to use as the starting point for the process flow for your app.

Field Name	Definition
Upload File	Function: Specifies a PDF file to use to create an eForm. You can drag the PDF file from your local machine. Allowed Values: A PDF file that shows a mockup, template, or model for a task form. Click Upload File to select a file from your local machine. The file must follow the business rules for GenAI. Default Value: None
Box	Opens this Screen: Document Repository for Box Function of this Screen: Specifies the location of your file in Box.
Google Drive	Opens this Screen: Document Repository for Google Drive Function of this Screen: Specifies the location of your file in Google Drive.
OneDrive	Opens this Screen: Document Repository for OneDrive Function of this Screen: Specifies the location of your file in OneDrive.
OneDrive For Business	Opens this Screen: Document Repository for OneDrive for Business Function of this Screen: Specifies the location of your file in OneDrive for Business.
SharePoint	Opens this Screen: Document Repository for SharePoint Function of this Screen: Specifies the location of your file in SharePoint.

Configures the activities for the process.

Field Name	Definition
Name	Description: Specifies the text label for the activity that displays on the process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Special characters Default Value: The activity name specified in the imported file.
Type	Description: Shows the type of activity used for the process. Allowed Values: Read only.
Next	Description: Specifies the next activity in the process. Allowed Values: An activity from the list. Default Value: None
Regenerate	Description: Deletes the changes and restores the default values for the process model.
Edit Lane Name	Function: Changes the name for the swimlane.
Maximize	Opens this Screen: Shows the configuaration section at its maximum size.
Minimize	Opens this Screen: Shows the configuaration section at its default size.
Delete Lane	Function: Deletes the selected swimlane.
Add Activity	Function: Opens the Select Activity screen to add an activity.
Delete Activity	Function: Deletes the selected row from the activities list.
Configure Activity	Opens this Screen: Opens the configuration screen for an activity. This option lets the app designer configure any human task activity, system activity, or AI Control Tower. For more information, refer to Process Activities.
Add Lane	Function: Adds a swimlane for the process.