Attaching screen captures to a case

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.

  1. Add the Create PDF shape to the life cycle of your case.
    1. In the navigation panel of App Studio, click Case types, and then click the case type that you want to open.
    2. On the Workflow tab, click Life cycle.
    3. In a stage, click + Step > More > Automations > Create PDF.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.
  2. Select a view for the document.
  3. Click an option in the PDF Orientation list.
  4. Enter a descriptive name for the document.
  5. In the Attachment category list, select an option that describes the business classification of the screen capture.
  6. Enter the audit note.
  7. Click Save.

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.