Generate PDF Button Action

Overview

A button action labeled Generate PDF (introduced in 2023 Release 1) allows you to generate a PDF of Community Pages based upon user completion of pages. The steps below are divided into two sections, one for Admins and one for End Users.

Admin Configuration

Pre-Requisite: Enable Access for Notes and Attachments to Customer Users

Important:
To configure this feature, you'll need to ensure that Access for Notes and Attachments to End Users is enabled. Follow the below steps.
  1. Go to Setup and search for Digital Experiences

  2. Click Settings under Digital Experiences, scroll down, and check the Enable checkbox for "Let customer user access notes and attachments"

  3. Click Save

Configure the PDF Generation Button

  1. Navigate to ERX FormBuilder Rx in the App Launcher

  2. Click on the FormBuilder Rx tab

  3. Select your Environment and click on Page Builder



  4. Navigate to the page where you want to generate the PDF. Click the Edit button, and configure the Generate PDF button.

  5. Drag and drop a button component onto the page and double click to configure it.

  6. Scroll down and select the button action Generate PDF

  7. A help text field appears for the button configuration when you select "Generate PDF" as the Button Action.

  8. After adding a Label for the button, you can Save the configuration settings.

  9. After that, click Save All Data to save the page configuration.

  10. The generated PDF will attach to the Community User's Contact record under the "Files" related list. The name of the file will follow this format: Username + Application ID + the Network ID of the Community.

  11. The first page of the generated PDF will always follow a format, for example:
    • Community Name as the heading
    • Community URL as the subheading
    • Contact Name
    • Active Application

  12. During PDF generation, the PDF will open in the same tab where the process started, and the user will stay in the same tab.
Note:
Generated PDF pages are sorted by page order.

Configure the Template for PDF Generation

  1. Navigate to ERX FormBuilder Rx from the App Launcher

  2. Click on the FormBuilder Rx tab

  3. Select your Environment, click on the Template Builder tab, and click the New Template button



  4. In the New Template popup, you'll see three options. Select ERx PDF Template and click on Proceed PDF Template

  5. A new template will be created for PDF generation in the Templates list

Notes on 'Active' and 'Default' Templates

  • Click the Edit button on the PDF template

  • On the Template Manager screen, checkboxes show all PDFs that are active

  • A required field labeled "Template Name" is available while selecting an ERx PDF Template

  • When you edit the PDF Template, help text appears above the Template name

  • To set a Template as the Default, scroll down and check the checkbox for "Set Default"

  • Filter logic is not available for PDF templates

  • Clicking Save will set the template as the default



  • Multiple PDF templates can be set to Active for a Community, but only one template at a time can be used as the Default



Additional Configurations

For the AutoNavigation Interval

  1. Click the Edit button on the PDF template

  2. Scroll down to the AutoNavigation Interval field

  3. Choose an interval, which is configured in milliseconds. For example: To accommodate low bandwidth, set a higher interval value (1,000 milliseconds = 1 second)

  4. Save your configuration

Delete a PDF Template

  1. Navigate to the SiteLoginTemplate via the App Launcher

  2. Open the PDF Template and set it as "inactive" by deselecting the Active checkbox



  3. Navigate back to FormBuilder through the App Launcher
  4. Click on the FormBuilder Rx tab
  5. Select your Environment and set its status to Idle

  6. Click the Template Builder tab

  7. Click the Delete icon next to the PDF template

Considerations and Limitations of this Feature

  1. Only one PDF Template at a time can be set as the Default for a Community
  2. A default PDF Template is required for PDF generation functionality
  3. Templates cannot be configured for specific users via Filter logic
  4. PDF button generation is not supported for Sites or DXP
  5. This feature does not support the following:
    • Custom VisualForce pages
    • External URL redirects

End Users: PDF Download

  • Click on the Generate PDF button

  • The PDF generation process will start in a new tab



  • After successful PDF generation, it will be attached in the Notes and Attachments of the Contact as a File

  • Every time a PDF is generated, it will create a new version for the PDF and always refer to the latest version in Notes and Attachments. All versions of the PDF will be available like this: