In essence this functionality allows custom PDF Documents to be created on sharepoint 2016 guide pdf fly. This example has been kept simple on purpose, feel free to add additional workflow logic to it. Some basic knowledge about creating and configuring document libraries is assumed. So, with that out of the way let’s get going.
We should now have something that resembles the screenshot below. Note that I have removed some of the default columns from the view. Edit the properties for the document that was just saved and give each field a temporary value. Edit the previously saved document and insert a 2×6 table into the document. In the left most column add the name of each of the previously inserted columns.
If you know how to then make this document the default template for the Document Library. Otherwise leave the document where it is. We now have something that looks like the following document. Convert Holiday Requests to PDF Format’. We need to create a workflow consisting of 2 steps. As we will be updating the value of a column, we cannot convert the document in the same step as the changed value has not yet been persisted to the Document Library.
Convert to PDF’ action to the 2nd step we ensure the latest changes are available to the PDF Converter. Check Status and update if needed. Set Field in Current Item’. Specify which document to convert.
Specify the location the converted file will be written to. Leave it empty: When no value is specified then the converted document is written to the same folder as where the source file is located. Site Relative URL: By specifying a URL relative to the current site, e. PDF Files’, any folder location in the current site collection can be targeted. Web Application relative URL: Using a URL that is relative to the entire web application, e.
To Distribute’, any folder location in any site collection can be targeted. The name of the converted file can be specified here. In our case we’ll leave it empty to make sure we use the same name as the original document. List ID’ is automatically created.
After the file has been converted, this variable will contain the ID of the list the converted file was saved to. This can later be fed into another action in order to manipulate this file further. List Item ID’ is automatically created. After the file has been converted, this variable will contain the ID of the item the converted file was saved to. Test the workflow as follows. New’ in the document library, otherwise copy a new version of the template manually into the library. Don’t set the status to Approved.