In this article, I introduce three practical real time examples for automating PDF creation and attachment within Pega Constellation applications. Whether you’re a System Architect, Business Analyst, or an enthusiastic member of the Pega Community, you’ll discover actionable tips and creative solutions to enhance your case workflows and deliver an exceptional user experience.

Let’s explore what’s possible!

Use Case 1: Effortless PDF Generation with EForm and PDF Smart Shape

Harness the power of EForm files and fields to map clipboard data directly to your PDF templates. As cases progress, Pega automatically pre-fills your documents, attaches them to the case, and keeps everything up to date—eliminating manual steps and reducing errors. You can skip the time-consuming process of building HTML and aligning fields; EForms provide a fast, seamless way to create clean, accurate PDFs for forms and regulatory needs.

How to get started:

1. Create the EForm Rule and upload your PDF template. (Tip: Tools like DocFly are great for generating PDF templates.)

1. Map the fields in the EForm Rule to your case data.

1. Configure the Smart Shape in your case workflow and select the EForm template.

Use Case 2: Automated PDF Letters from Correspondence Using Out-of-the-Box Activities

Pega’s Correspondence rules, combined with out-of-the-box activities, make generating PDF letters straightforward. By leveraging the HTMLToPDF activity and the pzAttachPDFToWork function, you can quickly convert dynamic correspondence into polished PDF documents that are automatically attached to the case. This solution is perfect for customer communications, official notifications, and compliance documentation.

The data transform inturn calls the below activity rule. 

Use Case 3: On-Demand PDF Documents from Section Rules via Optional Case Actions

Empower users to generate documents whenever needed! Optional actions—such as address changes or special requests—can use Section rules as input for the HTMLToPDF activity. Users can review, confirm, and instantly generate reference PDFs, ensuring important information is captured, easily shared, and securely stored at case resolution.

Optional Actions -> Flow Action -> Post Processing Activity is called to generate the PDF document and attach it to the Case

Thank you for reading! I hope these PDF automation techniques help you enhance your Pega Constellation applications and streamline your case workflows. Your thoughts and feedback are always welcome—please share your experiences, suggestions, or questions in the comments below. Let’s continue learning and growing together as a community!