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?

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 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?

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

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?

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?

Hey Dustin,

Interesting, but I'm not sure if I fully understand what you mean by isolating the HTML. We have tw local variables embedded across the HTML then the final HTML with rendered values will be provided to the Java integration component to generate the PDF. It's not re-usable as the implementation is unique to the PDF format that is being generated. Maybe if you can elaborate the your idea a bit clearer with some diagrams?

Thanks

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?

I think this is where the disconnect is because what I was hoping to accomplish was to be reusable across multiple coaches by simplifying the process pulling the entire HTML element that generates the coach and feeding that into a conversion application. What you're describing sounds closer to (though maybe I'm misunderstanding) my backup option which was to feed data points likely in the form of an XML or JSON into an application which then would generate a PDF from those data points. That said, at this point I'm almost entirely reliant on out of the box components and have done very little custom HTML within coaches so there may be some functionality that exists using custom HTML that I'm missing out completely on. I am still a relatively new user so I'm still feeling things out and I'm positive there's more functionality that isnt being utilized to its fullest extent.

Hey Dustin,

Interesting, but I'm not sure if I fully understand what you mean by isolating the HTML. We have tw local variables embedded across the HTML then the final HTML with rendered values will be provided to the Java integration component to generate the PDF. It's not re-usable as the implementation is unique to the PDF format that is being generated. Maybe if you can elaborate the your idea a bit clearer with some diagrams?

Thanks

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?

The prototype I mentioned above, using PDFReactor, used the HTML from the rendered coach to generate the PDF.

I think this is where the disconnect is because what I was hoping to accomplish was to be reusable across multiple coaches by simplifying the process pulling the entire HTML element that generates the coach and feeding that into a conversion application. What you're describing sounds closer to (though maybe I'm misunderstanding) my backup option which was to feed data points likely in the form of an XML or JSON into an application which then would generate a PDF from those data points. That said, at this point I'm almost entirely reliant on out of the box components and have done very little custom HTML within coaches so there may be some functionality that exists using custom HTML that I'm missing out completely on. I am still a relatively new user so I'm still feeling things out and I'm positive there's more functionality that isnt being utilized to its fullest extent.

Hey Dustin,

Interesting, but I'm not sure if I fully understand what you mean by isolating the HTML. We have tw local variables embedded across the HTML then the final HTML with rendered values will be provided to the Java integration component to generate the PDF. It's not re-usable as the implementation is unique to the PDF format that is being generated. Maybe if you can elaborate the your idea a bit clearer with some diagrams?

Thanks

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?

What's the architecture like for that setup? We have an in house application capable of converting HTML into a PDF but likely wont be looking to bring in any new products at this point. Do you at any point capture the HTML from the rendered coach to pass to a service and if so, how do you go about it?

The prototype I mentioned above, using PDFReactor, used the HTML from the rendered coach to generate the PDF.

I think this is where the disconnect is because what I was hoping to accomplish was to be reusable across multiple coaches by simplifying the process pulling the entire HTML element that generates the coach and feeding that into a conversion application. What you're describing sounds closer to (though maybe I'm misunderstanding) my backup option which was to feed data points likely in the form of an XML or JSON into an application which then would generate a PDF from those data points. That said, at this point I'm almost entirely reliant on out of the box components and have done very little custom HTML within coaches so there may be some functionality that exists using custom HTML that I'm missing out completely on. I am still a relatively new user so I'm still feeling things out and I'm positive there's more functionality that isnt being utilized to its fullest extent.

Hey Dustin,

Interesting, but I'm not sure if I fully understand what you mean by isolating the HTML. We have tw local variables embedded across the HTML then the final HTML with rendered values will be provided to the Java integration component to generate the PDF. It's not re-usable as the implementation is unique to the PDF format that is being generated. Maybe if you can elaborate the your idea a bit clearer with some diagrams?

Thanks

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?

I think this is where the disconnect is because what I was hoping to accomplish was to be reusable across multiple coaches by simplifying the process pulling the entire HTML element that generates the coach and feeding that into a conversion application. What you're describing sounds closer to (though maybe I'm misunderstanding) my backup option which was to feed data points likely in the form of an XML or JSON into an application which then would generate a PDF from those data points. That said, at this point I'm almost entirely reliant on out of the box components and have done very little custom HTML within coaches so there may be some functionality that exists using custom HTML that I'm missing out completely on. I am still a relatively new user so I'm still feeling things out and I'm positive there's more functionality that isnt being utilized to its fullest extent.

Hey Dustin,

Interesting, but I'm not sure if I fully understand what you mean by isolating the HTML. We have tw local variables embedded across the HTML then the final HTML with rendered values will be provided to the Java integration component to generate the PDF. It's not re-usable as the implementation is unique to the PDF format that is being generated. Maybe if you can elaborate the your idea a bit clearer with some diagrams?

Thanks

Hello Thong,
I know this thread is a few months old at this point but I'm working around this issue currently and wanting to leverage Java libraries as you said to convert the HTML to PDF. The struggle I'm having is attempting to isolate the usable HTML in question from all the excess bits of wrapping code and getting the HTML in question to actually come out looking like the coach view itself. Is there a way that you're familiar with to cleanly isolate the HTML element for use in converting?

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

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?