PDF Converter activity

An activity that converts multiple files in various formats to PDF files.


PDF Converter activity

Configure the PDF Converter activity

To configure the PDF Converter activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the PDF Converter activity onto your process.

    PDF Converter activity

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location of your file to convert to PDF format.
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your output PDF file.
  6. Click PDF Converter Configuration PDF Converter Configuration icon.
  7. Complete the fields on the PDF Converter Configuration screen.

    For more information, refer to Change a File to PDF Format.

  8. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic settings for the PDF Converter activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • 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.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the source location of your file to convert to PDF format.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > Amazon S3.

Box Box icon

Function:
Specifies that Box is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > File System.

FTP FTP icon

Function:
Specifies that FTP is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > OneDrive for Business.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > Google Drive.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > OneDrive for Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the source location of your file to convert to PDF format.

To select your file in the source location, complete the fields on PDF Converter > Source Repository > SharePoint.

PDF Converter Configuration

Specifies the file types you want to convert to PDF.

Figure: PDF Converter Configuration screen

PDF Converter Configuration screen

Fields

Field Name Definition

File Types

Function:
Specifies the types of files to be converted to PDF format.

This is not one field. It gives all the options on the PDF Converter Configuration screen together.

Accepted Values:
  • File types - You can select one or more file types to convert. Other file types at your specified location are not converted.
  • Groups of file types - You can select groups of file types, such as all document types (Select All Document Types) all image types (Select All Image Types), or all file types (Select All Types).
Default Value:
All deselected
Accepts Process Data Variables:
No

Target Repository

Specifies the target location for your output PDF file.

Figure: Target Repository screen

Target Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the target location for your output PDF file

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > Amazon S3.

Box Box icon

Function:
Specifies that Box is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > File System.

FTP FTP icon

Function:
Specifies that FTP is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > FTP.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > Google Drive.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > OneDrive for Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the target location for your output PDF file.

To configure the target location for your output file, complete the fields in PDF Converter > Target Repository > SharePoint.