PDF Generation In Constellation Using views

Hi Team

We have been working on the PDF generation concept within Constellation and we understand that the Create PDF automation requires a Section as an input parameter and given that Constellation applications primarily utilize Views rather than Sections to present Case information, we had to create a custom HTML Section for the HTMLtoPDF Activity to function effectively.

Typically, we utilize JSP tags in Pega to include properties, correspondence rules, and other elements, but integrating a view through these tags is not currently supported.

This has led us to think about an alternative approach. Is it feasible to include view metadata directly within the custom HTML section instead of relying solely on JSP tags? This could potentially streamline our process by leveraging the existing views rather than developing an entirely custom HTML structure.

We would greatly appreciate any insights or suggestions you may have regarding this matter

Thanks & Regards

Roshan Raj A K

@RoshanRajAK

I have used HTML to generate the PDF in Constellation. I can share the code snippet if you think that might be helpful.

Hi @RameshSangili

Thank you for your response. It would be greatly appreciated if you could also provide the snippet. Our query pertains to utilizing existing views as inputs to HTML, similar to how the Theme-Cosmos app allows direct section passing to the PDF automation.

We were wondering if this was on the roadmap for future releases on constellation or whether this specific idea would be feasible or not. What are your thoughts on this?

Thanks & Regards

Roshan Raj A K

@RoshanRajAK

Thanks for the details. Views are not supported during the PDF creation/generation using HTMLToPDF. However, you can still leverage section and HTML rules.

The Create PDF automation takes a Section as a parameter. Because Constellation applications use Views and not Sections for presenting Case information, you must create a custom Section for use with the PDF flow manually. Once you do that, the application generates the PDF from the HTML content defined in the Section.

@RoshanRajAK

As of now, you cannot use existing constellation views to run PDF automation. However, you can create a section that would mimic the view structure and use the PDF Automation step to create a PDF for you.

Please have a look at this sample: storybook - Storybook