The PDF Generator task populates a PDF form with values from Integrify or data entered into an Integrify form.
To configure the PDF Generator task select it from the Tasks options and drag it onto your process canvas:
The following is required on the General Settings tab to configure the PDF Generation task:
The filename should end in the extension ".PDF" or the file may not be recognized by your system as a PDF-type file.
Click "Save"
Select the "Mappings" tab to complete mapping your PDF Generation task:
If you have used {File_Name} in your file name you must add a parameter that maps to the source of that data. This is also where you will map the values you want to be inserted into the PDF form. Typically this is data that has been collected in forms earlier in the process. You can also use standard system data like the requester's name or other demographic data.
To add a new mapping click on "Add Mapping" and select the parameter or field name from the drop-down.
Many PDF designing applications will add prefix data to the field name you enter - for example: “form1[0].#subform[0].Body[0].” In most cases, the settings page will automatically remove that prefix, but each PDF creation tool may yield slight variations in this feature.
You will then be able to map the Source or form and field from which the system should pull the data.
You can also enter a "Fixed Value" if a specific value is desired rather than dynamic data.
Click "Save".
For our training example we are using a process designed to automate the creation and completion of a standard Student Personal Information form:
The PDF Generator "General Settings" tab is configured as follows:
The PDF document is the actual fill-in capable PDF form provided by the organization. I have selected the template as the Source of the PDF to complete and selected the Create PDF task for PDF task to begin document creation. Finally, the name of the completed PDF is entered as a dynamic file name using {UNIQUE} and {FILE_NAME}.
Click "Save".
The "Mappings" tab is configured as follows:
For each Parameter shown the "Add Mapping" button was clicked, and the field name was selected from the drop-down.
For popular or commonly available forms, there are often a website or developers notes that can be accessed to assist with the mapping and translation of the field names. Thorough testing of the field values and auto-population is recommended as the mappings can be complicated.
The product of the PDF Generation task will be available in the Task History as well as included in the task if a User-Task, or recipient, is designated.
PDF Generated with data entered into the form task: