Workflow Form create document to store on asset
Has anyone created a workflow and form that gathers information and outputs that information to a file (for example PDF) and attaches it to an asset? My use case is that we want to create a survey and store the results as a document instead of creating a new asset type and characteristics which would store the survey data.
jennifertemple
Posted 4 years ago · Edited 1 year ago·Last reply 3 years ago
3 comments
arthurburkhardt
·3 years ago · Edited@michael.rowan any use case in mind?
On the original request, I’d probably store the data as CSV instead of PDF and it’s relatively easy to do, but now in 2023, I’d definitely look at Assessments to do surveys.
Assessment is a fantastic tool that lacks basic permissions and automation, but the latest 2023.02 addressed the first issue and I heard a not-so-distant release might fix the second (and make assessment available for workflows)
Michael Rowan
·3 years ago · Editeddid you get any better answers?
Stijn Waegemans
·4 years ago · EditedThis can maybe help with the attaching part. Below I’m attaching a bpmn file that a user uploaded through a form. For creating the file I would just google on how this is done in groovy. There should be enough resources.