Hi,
I Created an CLM/KYC application , after completing onboarding case I want to download a Customer profile summary PDF
OOTB is providing an action to download the profile summary PDF
Could some one help me to how to enable or Configure this action ?
@PrakashP6773 - If it in case flow level we can add PDF smart shape from automations “Create PDF”.
If it is on any button click or want to make use of in flow action post processing rule. Can use OOTB pxCreatePDF activity for which need to pass the section name , attachment category and PDF name. If the PDF need to attached to case level.
If it need to be downloaded directly then can use pyViewAsPDF activity.For this it requires HTML rule and PDF name.
Thank you.