Export Forms as PDF

Forms associated with tasks can be exported as PDF in runtime. To enable end users to export a form as PDF, while designing the form you've to add a button control and assign the Print action to it by configuring an event.

Let us explore with a simple example how you can design a form that can be exported as PDF in runtime.

1. Design a process with human task activities.
2. Design a form with different presentations to associate with the human task activities.
3. In one of the presentations of the form, configure a button control as follows:
   1. From the Basic palette, drag and drop a Button control onto the form.
   2. Select the control and edit its properties on the Properties pane's General tab.
   3. Change the button control's label to Print so that end users can identify that it is a button to print the form.
   4. Scroll down to the Events section, click Add to add an event to the Print button.
   5. Select the On Click option from the event drop-down menu and optionally enter a name for the event.
   6. Click the editing icon next to the events drop-down menu to define the event.
   7. On the On Click window, click +Action.
   8. In the Control drop-down field, select Presentation.
   9. In the Action drop-down field, select Print. See Specify Actions.
      
      

      
      Description of the illustration print-action.png

      
      

   10. Click OK.
4. Implement the form and its presentation (with the Print button) in a human task activity.
   See Implement a Human Task Activity.
5. Activate the process application to test the form in runtime.

Once the activated process application is instantiated in runtime, tasks get assigned to respective users. As a user assigned the task that has the form with the Print button (configured earlier in design-time), click the Print button on the form. The form gets automatically downloaded as a PDF to your local system.

Description of the illustration print-form.png