Configuring print documents

In Process Management templates, you can include a document in a Process Management form, which can be printed or downloaded when the form is completed.

You can use merge fields in a print or PDF document that you have added to a Process Management form. When the form is completed and the user prints the document, the merge fields are populated. These merge fields are configured to extract information from specific answers entered in the form. They are managed differently from other merge fields used in NexJ CRM because the token name that you give to these merge fields must match the reference name of the corresponding question in the form.

Debugging fields for print

When debugging available fields for print:

((read-instance bp:FlowPrintProxy () `(= (@) ,id) #f)'fields)

where
id is the oid of the form using the specific Process Management form.