Generate Document Step

Description –

The “Generate Document” step is used to attach the document which is created using the report builder. This document is used in the email step to attach with the email. The “Generate Document” steps allows you to create workflows in which reports can be sent automatically when the workflow is triggered or a previous task is completed. 

Properties –

• Which template – This property is used to select the template from the list of all available PDF Report templates. This document can be emailed using the Email step.