Generating PDF file of Process Flow
- Gunjan Tulwani (Unlicensed)
- Saurabh Gupta (Unlicensed)
The process flow information can be saved in a PDF file for documentation purpose. There are three types of PDF files that can be generated from the Process Designer.
Graph PDF: It only contains the screenshot of the process flow created in the Graph Canvas area.
Summary PDF: It contains the activity details of the process flow. It is implemented only for mapping and schema.
Entire Flow PDF: It contains information regarding each and every activity of the process flow. List of information contained in the Entire Flow PDF is as below.
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:
In the Process Designer, click from the toolbar.
On the PDF Generation window, select the type of PDF you want to generate.
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.
Click Save. The PDF file is saved in the specified folder.
