Monday, November 23, 2015

Convert Infopath to PDF using SharePoint Workflow action.

We just released a new SharePoint 2013 workflow activity for our Virto SharePoint Workflow Activities Extensions Kit. Now you can Convert InfoPath to PDF using SharePoint Workflow.

The workflow action “Convert InfoPath to PDF” saves conversion task in the “Virto Converting List” in central admin site. Virto Converting App uses specified credentials to get these tasks and perform them. While executing task the app connects to InfoPath (that is installed on the same machine), so InfoPath is launched for a short time and closed automatically. When conversion is completed, the app uploads to SharePoint the PDF file.



Installation and Usage

Installation of .NET Framework 4.5

Normally, .NET Framework is already installed on a server or workstation. It can be obtained via Windows Update if necessary.
Setting up Microsoft InfoPath 2013

InfoPath comes as a part of Microsoft Office Professional Plus 2013. Make sure you have this version of Microsoft Office, and that InfoPath is deployed. Make sure InfoPath is ready to work.
Installation of Virto Converting App

Unzip the installation “Virto.SharePoint.Activities.Setup” archive and locate the “Virto.ConvertingApp” folder. Find setup.exe file there and run it.
 

Click on the “Install” button


The application starts immediately after installing.




In the beginning you should configure it. Click on the “Settings” link. Fill form and click the “Apply” button.




Then you can start application.

To start the app, you should click on “Start” button. Make sure that status is “online” and there are no any errors in the “Current trace information” textbox.


You can hide the app in the tray. To do it click on “Minimize” button.

 




Uninstallation of Virto Converting App

The application can be uninstalled via Add/Remove Programs.



Activity: Convert InfoPath to PDF
SharePoint Designer phrase


Parameters
Input parameters
Parameter
Description
Example
SourceSiteURL
The URL of a source SharePoint site. If the value field is empty, current site will be used
https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;
[%Workflow Context:Current Site URL%]/subSite
SourceList
The list where the InfoPath form is. The value could be list name, GUID or list URL (the web site relative URL). If the value field is empty, current list will be used
Documents
[%Workflow Context: List ID %]
/Lists/ Documents

SourceItem
The URL of the InfoPath form to be converted. You can use absolute URL as well as web site relative URL. Or you can to specify the list item ID.
[%Variable:ItemID%]
[%Current Item: Encoded Absolute URL%]
/Source Documents/report.xml
https://contoso/LibraryName/DocumentName.xml


DestinationSiteURL
The URL of a destination SharePoint site. If the value field is empty, current site will be used
https://contoso/SiteUrl; https://contoso/Sites/SiteUrl;
[%Workflow Context:Current Site URL%]/subSite
DestinationList
The list where the PDF file will be created. The value could be list name, GUID or list URL (the web site relative URL).
Documents
[%Workflow Context: List ID %]
/Lists/ Documents

ViewName
Specify the view name of InfoPath form that you want to convert
myView
[%Variable:ViewName %]



You can download and try new "Convert InfoPath to PDF" SharePoint Workflow Action right now!
If you need Convert InfoPath To PDF for SharePoint Workflow 2010 Platform - send us request and we'll provide you this action with SharePoint Workflows Kit.