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PDF Mapping
Click the PDF mapping button in the Guided Designer. This feature lets you generate custom PDF documents such as a Federal or State W-4 or other regulatory documents using data in the workflow. You can even map electronic signatures to the PDFs.
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We'll skip over the PDF mapping for now and you can explore it later. |
Settings
Click the Settings button (highlighted in blue in the screenshot below) in the Guided Designer. The Settings panel displays – as you can see, workflows have a large number of configuration options. Let's customize a couple of properties.
Document Actions
Click the Document Actions tab. This allows you to customize what happens when to your data when the workflow is completed.
- Select Send Email.
- In the To field enter {email}. This is a template that's dynamically resolved at runtime to the email address entered into the form.
- Modify the Subject field to "Purchase order from {firstName} {lastName}". Once again, we are using templates to make the subject dynamic.
- Modify the Message field to "Your purchase order was approved and processed by Finance. A PDF is attached to this email for your records."
- In the Send Snapshot drop down, select PDF.
Styles
Click the Styles tab. This allows you to customize the on-screen and print styles.
- In the Print Margins Top, Bottom, Left, and Right enter 2cm (no space between the 2 and the cm).
- In the Print Footers Center enter "{FREVVO.PRINT_PAGE_NUM} of {FREVVO.PRINT_PAGE_COUNT}". These are built in templates that dynamically enter page numbers in the generated PDF.
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