Pre-requisites:

Steps to create a system task for publishing forms as PDF files in a project are as mentioned below:

1. Follow the steps to create system task for Forms (steps 1 to 5).

2. In the task dropdown, select 'Publish As PDF'.

Publish As PDF allows you to embed or print objects such as attachments and/or associated documents into a single PDF file.

3. Upon selecting 'Publish as PDF' option, you can customize what needs to be embedded in PDF / printed as PDF - attachments and associated documents. Additionally, you can select whether to include associations/attachments of selected form from:

All of its form messages OR

Only the original form message (ORI) OR

Only the latest forward message (FWD) or original message (ORI) OR

Only the latest message (whether ORI, FWD or RES)
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4. The form will be published as PDF onto a specific folder as specified in the configuration (shown below). Select the option 'Apply Digital Signature' to apply a digital signature on the PDF getting published if needed.

Example for setting up target folder path: If your destination folder is on project 'Skyfall' and it has folder path 'Skyfall\General Documents\Brochures', the target folder path will be 'General Documents\Brochures'. Project name shouldn't be a part of target folder.

5. Next, you are able to set the Doc Ref of PDF getting published. Either you set the default value as generated in the system by selecting 'Default, or set a node (i.e. the name of form field from which we want to display information) from the form design which you need to set as Doc Ref, by selecting the option 'Selected Node from Form' then select relevant option.

6. Then, you can configure what you want to show in header and footer of PDF getting published, at both left and right sides, by selecting 'Header Footer details' checkbox. It will populate related options at the bottom.

For both header and footer, either you can configure a node (i.e. the name of form field from which we want to display information) for each of those positions from the form design at left and right positions. Else, leave it as is without selecting any value if you don't want anything to appear at the mentioned position on the PDF getting published.

7. Once done, click on 'Create' button to complete creating a system task.

You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.

All system tasks are performed by system automatically based on the condition defined in related workflow trigger. It appears in related form audit history & task assignment emails as performed by 'Workflow Agent'.