[cabrerabenj]

How can I generate an Output Document based on the values gathered and saved in the Dynaform when it has come to the end of the process?

[amosbatto]

The easiest way is to create an Output Document whose template has the variables from the Dynaform. For example, if your Dynaform has the variables "clientName" and "clientAddress", then the template would be:

Code: Select all

Client Name: @#clientName

Client Address: @#clientAddress

Then, set the Output Document as a step in the last task in the process.

If you don't want the user to see the Output Document step, then create the following trigger:

Code: Select all

//set to the ID of the Output Document:
$outDocId = '1234567890abcdef1234567890abcdeg';
PMFGenerateOutputDocument($outDocId);

Set this trigger to fire before assignment in the last task in the process.

PS: if you want to generate this Output Document in a trigger that is fired immediately after the Dynaform which contains the "clientName" and "clientAddress" fields, then you will need to use a trigger like this to generate the Output Document:

Code: Select all

//set to the ID of the Output Document:
$outDocId = '1234567890abcdef1234567890abcdeg';
$aVars = array(
    "clientName" => @@clientName,
   "clientAddress" => @@clientAddress
);
PMFSendVariables(@@APPLICATION, $aVars);
PMFGenerateOutputDocument($outDocId);

[cabrerabenj]

Does hiding the Output Document step means not showing this screen?

Screenshot_4.jpg (14.22 KiB) Viewed 4285 times

Will it automatically generate a document when Submit button is pressed?

Capture.JPG (13.68 KiB) Viewed 4285 times

I also want to know if a generated document can also be automatically attached in an email that will be sent to the user.

Thank you in advance!

[amosbatto]

Does hiding the Output Document step means not showing this screen?

Yes. Instead of having an Output Document step in your process that the user will see, you use a trigger with the PMFGenerateOutputDocument() function that generates the Output Document file for the case, which the user won't see.

I also want to know if a generated document can also be automatically attached in an email that will be sent to the user.

You need to use a trigger to do this. You can generate the Output Document either with a step or with PMFGenerateOutputDocument() in a trigger. Then, use the code shown in "Example Emailing Generated Output Document Files".

[amosbatto]

Will it automatically generate a document when Submit button is pressed?

If you set a trigger to fire after the Dynaform that contains PMFGenerateOutputDocument(), then it will generate the Output Document file immediately after you click on the "Submit" button.

[cabrerabenj]

What is the location/ where can I see the automatically generated Output Document when Submit button is generated? Is it possible to see the generated file automatically on the bottom side of the browser?

[amosbatto]

What is the location/ where can I see the automatically generated Output Document when Submit button is generated? Is it possible to see the generated file automatically on the bottom side of the browser?

If you want the user to see to the generated file, then you should to use an Output Document step and not use PMFGenerateOutputDocument().

Then fire a trigger after the Output Document step that looks up the Output Document file in the database and sends the Output Document file as an attachment with PMFSendMessage() as explained in the code sample that I gave you a link to.