We have moved all of our online forms onto Create and had a relatively short deadline to do so. For a large number of the case types, there is a need to email all of the submitted information. However, not all of the emails will contain information from the same fields, therefore we could have empty fields. We do not want to display empty fields but a PDF will include all fields! We therefore decided to use the ‘page_include’ widget so that it would be unique. This has a knock on issue though, where we were forced to create different email wrappers for each case type that we use this on, creating it’s own admin overhead.
Is there a way to use page_include, print the result to .pdf and then attach the .pdf to an email where the base object does not need to be case process. Then we could reuse one message wrapper an done logo!
Have you got access to the academy?- Liberty Create: Generating PDF’s course was really useful for me. I’ve set up a few end of form PDF’s for customers to download as a form of receipt. I’ve been using a duplicate of the form webpage set up as an email template utilisation but in your case for the widget I think you’d need a subpage and then when you create the template to be used for the file content you can add that subpage to the content as a page include. You will then need a rule at the end of the form to create the pdf (in our system after customer submits their form they’re taken to an end thankyou page where there’s a ‘download pdf copy of submission’ button which triggers a generate pdf event and rule which is triggered off that event but think yours would have to be on the submit button/end of form event and rule).