PDF Converter activity

Configure the PDF Converter activity

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

Good to Know

In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Document tab.
On the Document tab, drag the PDF Converter activity onto your process.

Procedure

Complete the fields on the General Configuration screen.
Click Source Configuration .
On the Source Repository screen, select the source location of your file to convert to PDF format.
Click Target Configuration .
On the Target Repository screen, select the target location for your output PDF file.
Click PDF Converter Configuration .
Complete the fields on the PDF Converter Configuration screen.
For more information, refer to Change a File to PDF Format.
(Optional) Click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).

General Configuration

Specifies the basic settings for the PDF Converter activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Source Repository

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

Fields

Field Name	Definition
Source Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

PDF Converter Configuration

Specifies the file types you want to convert to PDF.

Fields

Field Name	Definition
File Types	Description: 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. Allowed 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 Variables: No

Field Name

Definition

File Types

Description:

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.

Allowed 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 Variables:

No

Target Repository

Specifies the target location for your output PDF file.

Fields

Field Name	Definition
Target Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.