If you would like to change your plan, you can do so by clicking Admin -> Account.

This will let you upgrade, downgrade, or cancel your account.

The PDF Generator allows workflow 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 a Processmodo workflow.

Adding a PDF Step

First, design the template. All workflow merge tags are supported.

By default, if you don’t enable the email option below, a PDF will be generated on the server which can be downloaded with the following merge tags:

{workflow_pdf_download_link}

or

{workflow_pdf_download_url}

The {workflow_pdf_download_link} merge tag supports the following optional attributes:

text: (string) The text to use for the link. Default – “Download PDF”
signed: (true/false) Whether to add a signature to the URL. This will override all permission checks.
expires: (string) The length of time in English the URL should be valid – e.g. (“1 week”). Default – “20 minutes” (requires the signed attribute)

For example:

{workflow_pdf_download_link: text="Download your document" signed="true" expires="1 day"}

Note that the text attribute is not supported by the {workflow_pdf_download_url} merge tag which supports only the signed and expires attributes.

t’s also possible to construct a URL without the merge tags like this:

yourserver.processmodo.com/?gravityflow-pdf-entry-id=999
(replace 999 with the ID of the entry)

Email the PDF as an Attachment

Enable 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 then, by default, the PDF will not be available on the server to download – it will only be sent as an attachment by email.

Tip: use the <pagebreak /> tag to add page breaks to your PDF.

This video explain the process of deleting a workflow step.

 

Once you create the form and you want your team to be able to submit the form and start the workflow, you need to make the form submittable.

The Submit Page

The Submit page displays a convenient list of all the available workflow forms to logged in users. Users can initiate workflows by submitting forms from this page just as they can from any page on the site. This is what it looks like in the Admin UI:

This page is mostly useful for sites that use only the Admin UI (users are logged in) .

Note that the Submit page menu item will only appear when an administrator has published at least one workflow form in the Workflow Settings page.

 

 

 

 

The Flowchart button allows administrators to switch between the standard step list view and a Flowchart view of the steps.

The Flowchart view makes complex workflows easy to follow, design, optimize, and communicate with others.

Clicking on the flowchart icon will display the steps in the form of a flowchart. For example:

Use the Zoom icons to zoom in and out.

The print icon will open a new window with only the flowchart ready for printing.

Switch back to the step list at any time by clicking the step list icon. If you make changes to the step list by re-ordering or activating/deactivating the changes will be reflected in the flowchart.

You can move the canvas, steps, and connections by clicking on them so you can arrange it the way that makes sense to you.

When the flowchart loads there will be a short wait while the best layout is calculated and the canvas is resized to fit. It may be necessary to move some of the steps or connections to make them easier to follow.

Importing a form into Processmodo is a very easy process due to the simplicity of the import/export tool. In this article, we will show you how to easily import a form from the Processmodo Universe.

1. First, log into your Processmodo inbox.
2. Once logged in, click on Forms and click on Form Tools.
3. On the next page, click on the tab labeled Import Forms.
4. From here, click on the Browse button and navigate to the form settings file that you need to import. Then, click the Import button.

If successful, you should see a message on the top of the page stating that the form has been imported successfully. You should now see the form appropriately listed with the rest of your forms and the workflows should also appear and be ready for you to edit.