Process Director Training | BP Logix

Form Conversions and Transformations

Written by Dale Franks | Mar 3, 2023 6:14:23 PM

Prerequisites: Advanced Training
Approximate Length: 1.5 Hours

Overview

This course covers the methods for converting Process Director Forms and document attachments to PDF, and transforming Process Director Form data to both PDF and Word formats.

Acquired Skills

  • Convert Forms and document attachments to PDF
  • Send data between Process Director Forms and PDF form files
  • Send data from Process Director Forms to Word Documents

Designed For

  • Implementers

Topics Covered

Convert to PDF Custom Task
  • Object Configurations
  • Configuring the Custom Task
  • Testing the Custom Task
Transforming Forms to PDF
  • The Transform Form to PDF Custom Task
  • The Sign PDF Custom Task
  • Object Configurations
  • Custom Task Configuration
Transforming Forms to Microsoft Word
  • The Transform Form to Word Custom Task
  • Word Transformations
  • Configuration