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Generate PDF

You can generate the pdf template from the Action flow and Workflow by using the Generate PDF action. Before generating the pdf, make sure you create and publish that template.

Generate PDF Action
Generate PDF action

To generate a pdf from the template you need to configure the fields as follows:

PDF NameName for the generated PDF file.
PasswordIs the password to encrypt your PDF. It is an optional field.
Template IDThe pdf template you want to generate. Click on the down arrow to the extreme right and all the published templates will be listed
Dynamically generated fieldsThis section is only visible if variables are created within the pdf template. You can bind the variable value to any control or keyword.
Generate PDF configuration
Generate PDF configuration

A publicly accessible link for the generated pdf is returned from this action.

Storing Generated PDF Link
Storing generated pdf link