Related information
You can configure the Create PDF shape after it is added to a flow. By customizing the default functionality that the shape provides, you can attach PDF files to a case that contain screen captures of user input.
Double-click the Create PDF shape in a flow, or click a step in Case Designer that uses the Create PDF shape.
In the Section name field, press the Down Arrow key and select a section that contains fields for user input.
In the Description field, enter text that explains why the screen capture of the section is attached to the case.
In the Attachment category field, press the Down Arrow key and select an option that describes the business classification of the screen capture.
Click an option in the PDF Orientation list.
In the Audit note field, press the Down Arrow key and select the name of a field value that is added to the history, or audit trail, of the case when the Create PDF shape is processed.
Click Save.
At run time, the section is rendered with the values that were entered in the fields by users. A screen capture of the section is converted to a PDF file, which is then attached to the case.