Exporting forms as PDF

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Exporting forms as PDF

Unknown

Is there a way for me to export Decisions forms to PDF without using HTML or Nvelocity steps?

Unknown

Currently, we do not have additional methods to convert/export Decisions forms into PDF directly.

However, we do have a workaround.

Option 1:
If you have a PDF configured outside of Decisions, you can build a Flow in Decisions that fills out this PDF accordingly. Please note, the PDF file used as a template will need to have form fields.

For more information please refer to the following Documentation:
https://documentation.decisions.com/docs/filling-in-pdf-forms-using-flow

Option 2:
we can also do a similar function with a Word document. We can use a “Replace text in Work Document” step to fill in a pre-created Word Document. Then we will have to use the “Convert Document” step to convert the modified Word doc to PDF.

Additional Information can be found in this document:

https://documentation.decisions.com/docs/replace-bookmarks-text

I have also attached an example for option 2.
In this example, I have a Word Document that was made outside of Decisions that uses bookmarks. The "Replace Text in Word" sets those fields to constant values. The "convert Document" step then converts the EWOrkd doc to PDF after the fields are filled in. The form at the end has a download link.

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