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Export to PDF

The Export to PDF component is used to convert project forms into PDF files. The generated file can be stored within the Document Management System and delivered to users during the workflow.

ExporttoPDF

The Export to PDF component allows form data from the project to be converted into a PDF file. This file can then be automatically stored in the Synergy Document Management System (DMS) and used throughout the workflow. It enables archiving, sharing, or approval of form data in document format.

Usage​

  • Drag the Export to PDF component from the Toolbox panel and drop it onto the design area.
  • When clicked on the canvas, the Properties Viewer panel displays configuration options for the component.

Property Tabs​

Appearance​

Appearance settings include:

  • Object Name: The internal system name for the object.
  • Caption: The display title in the flow design.
  • Is Lock: Prevents repositioning of the object during design.
  • Size: Width and height values for the object.

Properties​

  • This section is used to configure details like which form to export, the target folder, file name, etc. (explained in another guide).

Events​

  • Custom events can be triggered before or after the PDF generation process.
  • Developers can define custom code blocks for these events through the Events tab.

Important Notes​

The Export to PDF component does not require direct user interaction. The PDF generation runs automatically during the flow execution.

Since the generated file will be saved as a document, fields such as title, category, and target folder must be filled accurately.

Integration with Other Components​

  • Can be used in combination with the Document object to store output in the system archive.
  • When used with Send Mail, Notification, or similar components, the PDF can be sent as an attachment.

FAQs​

How To's​