Save screenshot as pdf how to#
Save screenshot as pdf pdf#
Save screenshot as pdf Offline#

Click OK.ДЇinally, you show a message that lets your customers know they will receive a copy of the form in an email.

Save screenshot as pdf pdf#

Drag the Save As PDF control into the Customers Item > Parameters > PDFВ ID text box.

Expand the Context Browser > Customers Item (view) > Controls node.

With the Actions tab still active, click Transfer data to add it to the rule definition pane.

Next, you save the ID of the PDF file to the parameter. You can edit view controls while the action runs.ДЇor more information and considerations, see Save As PDF Control in the User Guide. This option runs asynchronously, otherwise known as fire-and-forget. Save PDF: This option runs synchronously or in a linear fashion during which the view or form controls become locked while the action runs. The Save As PDF control has two methods: Save PDF and Save PDF Async. Click select control and select Save As PDF.

With the Actions tab active, search forДЄnd click Execute a Control's method to add it to the rule definition pane.

Select the When Create Button is Clicked rule and click Edit Rule. Since there is already a rule for when you click the button, you can edit that rule and add the action to execute the control's method. You want the control method to execute when you click the Create button. Next, you add a rule action to execute the Save As PDF control method that creates the screenshot and saves it as a PDF file. EnterДЇor the name and change the data type to Number. You use the variable to identify which PDFВ file to attach to the email. In a later step, you pass the parameter value to a variable in the workflow. You use the parameter to store the ID of the PDF file.

From the Toolbox on the left side of your screen, drag the Save As PDF control to the top of the design canvas.

Show a message to let your customers know they will receive a copy of the form in their email.

Map the Save As PDF control to the PDFВ ID parameter. Add an action that executes the Save As PDFВ control's Save PDF method (there are no other configurations to this action). Edit the rule, When Create Button is Clicked. Add a parameter called PDF ID with a number data type.

Edit the Customers Item view and add the Save As PDF control to the top of the design canvas.

You use this ID to attach the correct file to an email. You create a parameter that stores the ID of the generated PDFВ file. In the next step, you add the Save As PDFВ control, then configure an action that executes the control method after you click the Create button. You want only the Create button visible at runtime.

Repeat the step above for the Save and Load buttons.

In the Properties pane on the left side of your screen, uncheck the Visible box.

Right-click the Customers Item view and select Edit.

Next, you hide three buttons so you don't see them during testing. (Optional) Create categories first to keep your work organized. Add two properties: Name (Text) and Email (Text).

Create a SmartBox SmartObject called Customers.

If you want to skip the setup steps and view the topic step, go to Add the Save As PDFВ control. The following steps set up the scenario from start to finish. You use the parameter to attach the correct PDF file to an email.

You add a Save As PDF control to the view, then add a parameter to store the ID of the PDF record once it is generated in the background. You generate a view and form from the SmartObject. You begin by creating a SmartObject to store customer details. For customer convenience, a workflow generates and sends an email with a copy of the form attached as a PDF. You work in Customer Service where you maintain an online form for customers to submit questions or comments.

Save screenshot as pdf Offline#

Use this control, for example, to provide an offline copy of a form such as a receipt.ДЄ email sent by a workflow with a PDF file attached The PDFВ includes any values entered into your form.

Save screenshot as pdf how to#

This article illustrates how to use the Save As PDF control on a form to attach a PDF snapshot of the form to an email in a workflow. How To: Save a Screenshot to PDF and Attach it to an Email