You can use the Create PDF shape to attach PDF files to a case that contain screen captures of user input. By documenting input values, you can understand how users interact with a case.
Add the Create PDF shape to the life cycle of your case.
In the Explorer panel, click Cases, and then click the case type that you want to open.
On the Workflow tab, click Life cycle.
Hover over a process in a stage, and then click + Step > More > Utilities > Create PDF.
For advanced processes, click Configure process to add the shape to the flow canvas.
In the Section name field, press the Down Arrow key and select a section that contains fields for user input.
In the Description field, enter text that explains why the screen capture of the section is attached to the case.
In the Attachment category field, press the Down Arrow key and select an option that describes the business classification of the screen capture.
Click an option in the PDF Orientation list.
At run time, the section is rendered with the input values from the user. A screen capture of the section is converted to a PDF file, which is then attached to the case.
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