Generating PDFs from your UI
Provide your users with tools to import case information to their own devices. By configuring an out-of-the-box activity to convert case data to a PDF file, you help users access and archive information that is related to their cases with less effort and at any time.
For example, in a price comparison application, you can configure a button that prints out a PDF of the offers that the user selects for comparison.
The pyViewAsPDF activity is an
example of an out-of-the-box solution that you can use to generate a PDF. You can also
build a custom activity that matches your business needs and add steps that generate PDF
files in the context of that activity. In that scenario, configure the
Property-Set-HTML method as described in the following
procedure and add a step calling the HTMLToPDF activity.
- In the navigation pane of Dev Studio, click Records.
- Expand the Technical category and click Activity.
- Open the pyViewAsPDF activity.
- Define the HTML content from which you want to generate the PDF:
- Expand the Property-Set-HTML method.
- In the HTMLStream field, enter the name for the HTML fragment on which you want to base the PDF, and then click the Open icon.
- In the New tab, click Create and open.
- In the HTML Source field, enter the HTML code that you want to use to generate the PDF.
- Optional: To enable custom fonts in the PDF output, perform the following actions:
- Upload the
.ttf
file of the font that you want to use as a binary file. - In the HTML Source field, add the custom font reference by using the @font-face rule.
- Click Save, and then return to the pyViewAsPDF tab.
- Upload the
- Define the name for the output PDF file:
- Expand the Property-Set method.
- In the Param.PDFName row, in the PropertiesValue field, enter the name of the file in double quotation marks.
- Click Save.
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