The Save PDF rule generates a PDF based on a tempate and saves it to an attachment header field.
The rule can be added to:
- User actions
- Scheduled action
- REST action
- Bulk actions
Note: The default operation override will remove all existing attachments from the specified attachment field.
|Label||No||A brief description of the rule. This description is visible in the list of rules and meant to distinguish similar rules from each other.|
|Description||No||A longer description of the rule. You can use this field to describe the purpose of the rule is.|
|Template||Yes||The template that is used to generate the PDF that is saved into the header field.|
|Execute Only If||No||The condition that needs to be met in order for this rule to execute. If this field is empty, the rule will always be executed.|
|Save to||Yes||Dropdown containing only attachment fields defined as header fields in the DD. The PDF will be added to the specified field in the document.|
|Render language||Yes (by default filled in)||Dropdown containing three options:
|Operation||Yes||Dropdown that contains two options: