We have an investigation workflow, and in some situations, we would like to store a pdf export of a notepad template and associate it with an investigation object.
I see that in workshop, it is possible to add a button that will generate a pdf, and store the rid to the PDF in an attribute. However the button that does this is not integrated with other bottons or actinos. Is there a way to do this as a trigger from a normal action, or event so that the normal button groups can be used to trigger it?
The goal would be that in a certain workflow, pressing a single button would trigger an ontology update, and trigger a snapshot of a notepad template pdf and associate it with the object. Is this possible with a single button click, or does it have to be two separate button clicks?
I’m curious about the specific need of “snapshotting to PDF”? If the need is simply to associate an instance of a notepad template with a particular object, that’s pretty straightforward to accomplish - see below - if there is some specific need to “snapshot” multiple version with an export to PDF - as opposed to say rely on the complete version history for the document instance - I’d be curious to understand that requirement further.
In my normal pattern I set up the workflow so that, at whatever appropriate point, an instance of the Notepad template is created and the RID of that document, now unique, is saved as a property of the relevant object.
This is possible to do with the Template Button Widget, which, at the bottom of the configuration, allows you to trigger another Event or Action off of the successful instantiation of the template. You can have a small action that updates a “Notepad RID” property on the core object with the variable output from the instantiation and is set that action to run without a user prompt.
I normally present this to the user like with a button to click to create the document, and then an embedded notepad widget to show the user the resulting document to edit, based on the RID property (not the variable from the button).
The project is an anomaly detection workflow, which uses a lot of timeseries data. In addition, our data systems are not the best for retaining connections and links when entities are retired or fail. Becuase of this, data can sometimes not be complete months/years after the incident.
So the goal is to have a point in time view of the data where we are capturing essentially an image of the timeseries and attributes as they were when the decision was made. The workflow we are trying to replace is that the user was taking screen shots and putting them in the object “comments” with text.
Another way would be if it was possible to set the template to default to having all data locked for widgets when creating reports from the template. That would achieve the same end I am looking for in creating the PDF’s, but doesn’t seem to be supported as far as I can tell.