Hi, I have a requirement to capture the workobject snapshot on demand from perform harness and attach the same as pdf to the work object for future reference. The cases are running in CLM framework and uses the out of box KYCTypes deplay architecture and the snapshot pdf should capture all teh data across all the kyctypes for the workobject that are applicable.
Do we have any OOTB functiona that can help achieve the sameor any marketplace component. We are in pega 24.2 and using traditional UI on CLM framework
We had a similar requirement, although in our case we had to store the document in filenet repository, not in pega.
We created a section with our required content, and generated pdf using htmltopdf activity
The pattern is, first we call property-set-stream and pass the property name as Param.Markup and configure the section, then pass Param.Markup to HTMLToPDF activity.
HTMLToPDF activity returns the pdfbytes and you need to generate Data-WorkAttach-File instance and link the PegaReq-Data-Metadata-Document instance to it(you can reuse ootb CLM activities for some of this logic).
This can be a costly and time consuming operation so I would recommend doing this in background using a queue processor. Basically, the user submits a request but the operation is completed a few mins later using a queue processor. Queue processor can also handle locking so that is an added advantage.