Example: Upload and view PDF file

This example describes how to use forms to upload and view a PDF file.

Prerequisites

You must have the following:
  • A Bot Creator license assigned with a custom role that has the create folder permission.
  • Access to the Automation Workspace.
  • A system-created AAE_Robotic_Interface User role with the Automation Co-Pilot for Business Users license for the user.
  • Access to the web interface.
Create two forms and a process automation.

Procedure

  1. Log in to the Automation Workspace as a Bot Creator.
  2. Create your first form. See Create a form with the Select File element.
  3. Create your second form. See Create a form with the Document element.
  4. Create a process automation with data from the two forms. See Create a process automation to view files.
  5. Run your process automation. Click Run in Process Composer.
  6. The initial form opens in a separate tab for you to interact. Click browse to select a file.
  7. Navigate to the file path in your local machine and select a PDF file.
    Important: File size is limited to 50 MB.
  8. Click Open to open the PDF file in your form.
  9. Click Submit.
  10. Click Done to confirm the file upload.
The PDF file is successfully uploaded.