Configure an Upload Form Activity
You can configure an upload form activity in your process to generate a form as either a PDF or image (PNG) and upload the base64 string representation of the form to an external service for archiving or auditing purposes. The base64 string of the form content is uploaded via a POST or PUT REST API call.
- Localization is not supported for forms uploaded to external services with the upload form activity.
- The maximum size supported for forms uploaded to external services with the upload form activity is 2 MB.
- If a form contains controls that trigger events invoking connectors and actions that load data in other controls based on the connector response, these dynamic controls will not be displayed in the uploaded form.
- If a form contains a file upload (in a file manager) control then the control will not be displayed in the uploaded form.
- Create a process that includes a form and a upload form system activity.
To add a upload form activity to the process, expand System on the Activities palette and drag and drop a Upload Form activity onto the process flow.
In the example process, we have included an upload form activity after an approve task to get a snapshot of the approval form.
- Configure the properties for the upload form activity.
- Double-click the upload form activity in the process flow, to open its properties pane.
Alternatively, select the upload form activity, then click
and select Open Properties to open its properties pane.
- In the properties pane of the activity, enter the following information :
Field Information to Enter UI Select the form to upload. Presentation Select the presentation for the form. Form data Select the form's data object that contains its payload. File format Select the file format of the form. The available options are: PDF and PNG. Service Choose the connector that you configured in step 2. Resource Choose the connector resource. Operation Choose the operation based on the resource that you selected for the connector. Note that only POST and PUT operations are supported. File content expression Enter the path of the form's payload that will be overwritten by the base64 string value in the request body JSON. Note that only value of string type is supported in the expression.
Note:
If the same expression exists in a upload file activity's data association as well as in the file content expression field (in the properties pane), then the execution of the file content expression will be given precedence over data association in runtime.
- Double-click the upload form activity in the process flow, to open its properties pane.
