Assembling Customized Packets of PDFs-Documents - InfoPath Dev
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Assembling Customized Packets of PDFs-Documents

Last post 07-19-2021 10:40 AM by Hilary Stoupa. 1 replies.
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  • 07-15-2021 09:00 AM

    Assembling Customized Packets of PDFs-Documents

    A co-worker in a different section of the company presented me with this scenario that he'd like to automate. Right now they have contacts in 50 states, each of whom require a customized packet of information ZIPed to them. If there is a common document in 30 of these packets, then their forms person has to replace the document/pdf manually in the 30 packets, re-ZIP them, and send them to some individuals who do not have access to our on-prem SharePoint Intranet. Since I am new to FV, I'm wondering if there is a Q-Rule that would automatically create a packet for whichever states were involved and send them to their respective representative. Let me know if you need more details.
  • 07-19-2021 10:40 AM In reply to

    Re: Assembling Customized Packets of PDFs-Documents

    There is nothing out of the box in FormsViewer / qRules that would do this, I'm afraid. It would probably be possible with some kind of custom development (like a service job running on a server) - feel free to email Qdabra with details if you'd like an estimate!
    Hilary Stoupa

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