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The process flow information can be saved in a PDF file for the documentation purpose. It contains the screenshot, variables, and activities details of the process flow. You can also get the process flow details like Name, ID, Description, etc.

Process Flow Details

  • Process Flow Name
  • Process Flow ID
  • Process Flow Description
  • Creation Date
  • Modification Date
  • Debug Level
  • Group Owner

Process Variable Details

  • Key or Name of the Variable
  • Initial Value
  • Type (Global or Activity)
  • Activity Name (If the Type is activity)
  • Activity Label used in Process Designer
  • Activity Type

Graph Canvas Entity

  • Name
  • Description
  • User Owner
  • Group Owner
  • Creation Date
  • Modification Date
  • Permission
  • Comment
  • Label
  • Inbound Connecting Objects
  • Outbound Connecting Objects
  • Activity-specific information

To generate PDF file of a process flow:

  1. In the Process Designer, click  from the toolbar. 

  2. On the PDF Generation window, select the type of PDF you want to generate.

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  3. On the Save window, select the folder where you want to save. By default, the PDF will be generated with the process flow name. However, you can also change the name of the PDF file from the File name.
  4. Click Save. The PDF file is saved in the specified folder.