Document templates and generation of PDFs

BMC Helix Business Workflows provide case business analysts the ability to generate PDF documents for information requested by a user. For example, when an employee requests for an experience letter, or an official visa letter PDF documents with the required details can be automatically generated and sent to the employee. 

The process of generating a formatted PDF involves the following tasks:

1. Create a document template to define content, format, and structure of the document. 
   • Add tables or images, if required. 
   • Add case specific information, add the case related dynamic fields as variables in the template. The variables are populated with the current case details when generating the PDF document. 
2. Add the Generate PDF element to any process that requires a PDF document output
   
   • Add the appropriate document template as an input parameter to the element. Content of the document template is converted and presented in a PDF by using the Generate PDF element.
   • Define an output action for the PDF document. The generated PDF can be used for various case related activities like sending as an attachment via email notification and attaching the document to a case in the Activity field as a case related document, and so on.

The following image provides a quick reference for this process: