Form to be collected in PDF Format and send for approval - Automation

[Sushant101]

When we enter data via SNOW form, can the data be collected/captured/saved to a PDF File? 

And the PDF needs to be routed to approvals via defined workflow for digital signatures.

What are the process involved from Form to PDF to creating a workflow to send the PDF for approval.

[Its_Azar]

Hi there @Sushant101 

Yes, you can capture data, then route it for approvals via a defined workflow.

\First, use a Business Rule or Script Include to capture form data and generate a PDF using the `PDF Generation` API. Next, store the generated PDF in the `sys_attachment` table. Then, create a workflow to automate the approval process, including adding activities to route the PDF for digital signatures. Ensure the workflow includes appropriate notifications and approval tasks. 

If this helps kindly accept the answer thanks much,