Attaching screen captures to a case

To document values that users enter during case processing, create screen captures of user inputs, and then save the captures as PDF files. By documenting input values, you can understand how users interact with a case and, after case resolution, analyze the information that users provide. For example, you can check the values that users submit in the first stage of a case to ensure that the case reaches its resolution with the most appropriate effect.
  1. Add the Create PDF shape to the case life cycle:
    1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
    2. In a process in which you want to add the shape, click Step > More > Automations > Create PDF.
    3. Click Select.
  2. In the Step properties pane, in the Section name field, select a section that you want to include as a PDF screen capture.
  3. In the Description field, enter a short description of the attachment.
    For example: Enter Attachments for a job application process.
  4. Optional: To describe the business classification of the screen capture, in the Attachment category field, select an option.
    For example: To indicate that the file contains documents that a job applicant issues, select Document.
  5. In the PDF orientation section, specify the file layout.
  6. Optional: In the Audit note field, enter the audit note.
  7. Optional: To provide a link to this step from bread crumb trail navigation, select Enable navigation link.
  8. Click Save.
Result: At run time, your application takes a scree capture of the section that you select, and then saves the capture as a PDF file in the Recent content section of a case.