BPM, Workflow, and Case

We have a potential workflow where a user wants to make a coach a potential document.  The reason for this being is the users currently have a process where they send the information being input on the coach to a contact person that is outside of the company for review.  So ideally we want it to where they can fill out the coach, attach that information input into the activity as a document to grab at a later point in time?  Is this doable, and if so, how?

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Nicole Smith
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Hi Nicole,

Definitely it is feasible technically, the approach would depend on the requirement/specification of the document. 

If you are looking to generate a PDF then there can be multiple ways of doing it - 

1. Using  a JavaScript library like jsPDF, you can easily convert the HTML content of the coach into PDF.
2. If you are looking to create more fine grained PDF with customized style, you can use a Java library like Apache PDFbox to create the PDF dynamically based on the content of the Coach.

Obviously, after creating the document you can associate that with the process instance and upload to the BPM Document Store.

Thanks!

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Atanu Roy
Lead Engineer
London Stock Exchange Group
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Original Message:
Sent: Wed July 24, 2024 09:29 AM
From: Nicole Smith
Subject: Attach Coach as a document

We have a potential workflow where a user wants to make a coach a potential document.  The reason for this being is the users currently have a process where they send the information being input on the coach to a contact person that is outside of the company for review.  So ideally we want it to where they can fill out the coach, attach that information input into the activity as a document to grab at a later point in time?  Is this doable, and if so, how?

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Nicole Smith
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We did an internal prototype with the PDFreactor libraries (https://www.pdfreactor.com/).  I can share those assets with you if you are interested.  The goal of this prototype was to export a PDF from a coach, which is part of what you need.

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Grant Taylor
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Original Message:
Sent: Wed July 24, 2024 09:29 AM
From: Nicole Smith
Subject: Attach Coach as a document

We have a potential workflow where a user wants to make a coach a potential document.  The reason for this being is the users currently have a process where they send the information being input on the coach to a contact person that is outside of the company for review.  So ideally we want it to where they can fill out the coach, attach that information input into the activity as a document to grab at a later point in time?  Is this doable, and if so, how?

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Nicole Smith
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Hi Nicole,

Yes like others have suggested, generating a pdf would be the way to go. This is easily done with any open Java libraries to convert html to pdf. We are doing a lot of this in our projects as well.

Regards

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Thong Huynh
Sydney
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Original Message:
Sent: Wed July 24, 2024 09:29 AM
From: Nicole Smith
Subject: Attach Coach as a document

We have a potential workflow where a user wants to make a coach a potential document.  The reason for this being is the users currently have a process where they send the information being input on the coach to a contact person that is outside of the company for review.  So ideally we want it to where they can fill out the coach, attach that information input into the activity as a document to grab at a later point in time?  Is this doable, and if so, how?

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Nicole Smith
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