Create a PDF document

Scenario
U+ Mobile has requested the creation of a PDF document to record the details of the plan
selected.

Assignment tasks
Task 1: Log in and enable branch development.
Task 2: Create review PDF.
Task 3: Verify your work.

NOTE: Use the detailed steps on the following pages to complete the assigned tasks.

Create a PDF document

Detailed steps
Task 1: Log in and enable branch development.
1. Log in to the exercise environment using the following credentials:

• Username: author@createpdf
• Password: rules

2. In the title bar, click the branch development icon

3. Click the toggle to Branch development is on.

4. Verify that CreatePDF is entered in the Application field and CreatePDF is selected from the
Branch dropdown, then click Submit.

Task 2: Create review PDF.

1. Add a create PDF step to create a review PDF for the plan details. In the navigation pane, click
Case types > New Connection.
2. Add an automation step to the Review stage, click +Step > More > Automations > Create
PDF > Select.

Create a PDF document

3. Enter Create PDF Review for the step name, then click and drag it below Review details.

4. Enter the following criteria in the Create PDF Review step contextual pane:

a. Select view = Review details

b. PDF orientation = Landscape
c. PDF name = Plan Details
d. Attachment Category = Document

5. Click Save.

Create a PDF document

Task 3: Verify your work.
1. Verify the Plan Details PDF is created, in the New Connection case type, click Save and Run.

2. Select Current Address same as Permanent Address?, then click Continue.

3. On the Collect Plan Details view, in the Choose your Plan dropdown select Wifi, click Apply
next to Plan 299, then click Finish.

4. Advance to Review details, click Go.

Create a PDF document

5. Verify the information then click Submit

NOTE: If you see an error message after submit, it’s because the plan was not applied
correctly in a previous step. Run a new case and make sure to click the Apply on one of the
Wifi Plans.

6. Verify the Plan Details PDF has been attached:

a. From the Actions dropdown.

b. Select Refresh.
c. The number of attachments in the utility pane should increase from 0 to 1.
d. Expand the utility pane on the right by clicking the arrow icon ↤

Create a PDF document

7. Click Plan Details.pdf to view the attachment:

8. Log out of the exercise environment: click the profile picture > Log off.

Create a PDF document