Need to print a portal page as a PDF and attach it to a record using a script

[David Morden]

I'm hoping someone out there has some ideas to help out with this one.  We have a requirement to generate a PDF copy of a form only available on the portal, and attach it to a record when the record is created.  I have tried using the ?PDF URL functionality, but that only outputs the back end form in a generic format.

The reason we need the form from the portal is due to the fact that the portal form is all html formatted to match the design the client requires their form to be in for distribution to their users (an official document layout).  The official PDF document then needs to be emailed to the client with other generated attachments, and this is all done using notifications to include all attachments.

Any help would really be appreciated.

[David Morden]

No.

I have found ways to bring the portal form into the back end by using UI Macros and Formatters, but the export to PDF function still doesn't work from there.  We have had to open an enhancement request to just sit and wait.

Very disappointing that these options are not available.

[Durgesh9]

Hi Dmorden,

    I had similar requirement and was able to achieve using OOTB notification and OOTB PDF utility (not PDF webservice).

    Let me know if you are still in search of solution.

Regards,

Durgesh

[David Morden]

@Durgesh,

We are definitely still looking for a solution to this issue, and I would love to hear more about your approach!

[Archana Natara1]

@Durgesh  Please share the approach on how you implemented it

[Peter Wood]

@David Morden @Archana Natarajan Did you find the solution on this?If yes please share the solution