PDF Converter activity

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



Configure the PDF Converter activity

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

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document tab.
      2. On the Document tab, drag the PDF Converter activity onto your process.
    • Change an activity:
      1. In your process, double-click your 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 .
  3. On the Source Repository screen, select the source location of your file to convert to PDF format.
  4. Click Target Configuration .
  5. On the Target Repository screen, select the target location for your output PDF file.
  6. Click PDF Converter Configuration .
  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 > E-mail Notifications .

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

General Configuration

Specifies the common information for a system activity.

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

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.

Screen



Fields

Field Name Definition

Amazon S3

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 Source Repository Configuration (Amazon S3) - PDF Converter.

Box

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 Source Repository Configuration (Box) - PDF Converter.

Dropbox

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 Source Repository Configuration (Dropbox) - PDF Converter.

FTP

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 Source Repository Configuration (OneDrive For Business) - PDF Converter.

Google Drive

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 Source Repository Configuration (Google Drive) - PDF Converter.

NetSuite

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 Source Repository Configuration (NetSuite) - PDF Converter.

OneDrive

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 Source Repository Configuration (OneDrive) - PDF Converter.

OneDrive For Business

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 Source Repository Configuration (OneDrive For Business) - PDF Converter.

Salesforce

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 Source Repository Configuration (Salesforce) - PDF Converter.

SFTP

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 Source Repository Configuration (SFTP) - PDF Converter.

SharePoint

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 Source Repository Configuration (SharePoint) - PDF Converter.

File System

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 Source Repository Configuration (Local File System) - PDF Converter.

PDF Converter Configuration

Specifies the file types you want to convert to PDF.

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.

Screen



Fields

Field Name Definition

Amazon S3

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 Target Repository Configuration (Amazon S3) - PDF Converter.

Box

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 Target Repository Configuration (Box) - PDF Converter.

Dropbox

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 Target Repository Configuration (Dropbox) - PDF Converter.

FTP

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 Target Repository Configuration (FTP) - PDF Converter.

Google Drive

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 Target Repository Configuration (Google Drive) - PDF Converter.

NetSuite

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 Target Repository Configuration (NetSuite) - PDF Converter.

OneDrive

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 Target Repository Configuration (OneDrive) - PDF Converter.

OneDrive For Business

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 Target Repository Configuration (OneDrive For Business) - PDF Converter.

Salesforce

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 Target Repository Configuration (Salesforce) - PDF Converter.

SFTP

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 Target Repository Configuration (SFTP) - PDF Converter.

SharePoint

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 Target Repository Configuration (SharePoint) - PDF Converter.

File System

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 Target Repository Configuration (Local File System) - PDF Converter.