PDF Generator documentation
The PDF Generator Extension allows Gravity Flow administrators to add simple PDF generation steps at any point in the process.
The PDF template is designed just like a notification with merge tags and is generated the moment the step is triggered. The PDF Generator step is configured just like every other step with support for conditional logic, scheduling and sending by email as an attachment.
It's intended to provide a quick way to create PDFs from entries without having to edit any configuration files. The result is simple, effective and is designed to work as an integral part of Gravity Flow. However, it's not intended to replace the advanced, full-featured Gravity PDF plugin which Gravity Flow also supports.
Adding a PDF Step
First, design the template. All Gravity Forms merge tags are supported.
By default, if you don't enable the email, a PDF will be generated on the server which can be downloaded with the following URL:
(replace 999 with the ID of the entry)
Before the PDF is delivered to the browser, the permissions for the current user are checked. If the current user has access to the workflow entry then the request will be fulfilled. Permissions for accessing the entry are determined by the following:
- gravityforms_view_entries capability
- gravityflow_status_view_all capability
- the current user is an assignee of the current step
Email the PDF as an Attachment
Enable the the 'send by email' setting to send the PDF to the selected users. Selecting the role will send the email to all the users in the role. All Gravity Forms merge tags are supported.
When 'Send by email' is enabled the PDF will not be available on the server to download - it will only be sent as an attachment by email.