Pre-requisites:

The 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 a 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. When you select the '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 the chosen form from:

All of its form messages OR

Only the original form message (ORI) OR

Only the latest forwarded message (FWD) or original message (ORI) of the form) OR

Only the latest message of the form (regardless of whether it is ORI, FWD, or RES)
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4. The form will be published as a PDF in 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.

An example for setting up a target folder path is, if your destination folder is on a project 'Skyfall' and has folder path 'Skyfall\General Documents\Brochures', the target folder path will be 'General Documents\Brochures'. The project name shouldn't be a part of the target folder.

5. Next, you can set the Doc Ref of the PDF that will be published. You can either set the default value as generated by the system by selecting 'Default', or specify a node (i.e. the name of a 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 the relevant option.

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

For both the header and footer, you can configure a node (i.e. the name of the form field from which we want to display information) for each position on the left and right sides of the form design.

7. Once done, click the 'Create' button to create 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 executed automatically according to the conditions outlined in the relevant workflow trigger. The related form audit history and task assignment details indicate that they were performed by the 'Workflow Agent'.