Action: Convert to PDF

Action: Convert to PDF

Convert to PDF
 action allows you to convert the specified file to PDF. We support converting a wide variety of files: Microsoft Word documents (DOC, DOCX), Excel spreadsheets (XLS, XLSX) and PowerPoint files (PPT, PPTX).

Example
of Convert PDF action configuration on the current site

Ein Bild, das Text, Screenshot, Zahl, Schrift enthält. KI-generierte Inhalte können fehlerhaft sein.

For more information about Action Builder read Action Builder introduction article.

To configure the action Convert to PDF additional properties should be specified:

Configuration

Property

Required

Type

Description

Source Library

yes

Choice

A library where source document is located. It is possible to select:

  • from the current site, by selecting the 'On current site' option. The drop-down shows all available libraries on the site.
  • from any site, by selecting 'On any site' option, choosing the site in the drop-down or typing a server relative URL to the site and then selecting a library in 'Library' drop-down
  • Dynamic path which allows to specify expression based path to the library

Item Id

yes

Integer

ID of the document to be converted to pdf or expression to be evaluated as ID of a document.

Target

yes

Choice

There are two options where converted pdf document can be stored:

- Open in browser. 

- Save to library.

Target library

yes

Choice

A library where converted pdf document will be stored.  It is possible to select:

  • from the current site, by selecting the 'On current site' option. The drop-down shows all available libraries on the site.
  • from any site, by selecting 'On any site' option, choosing the site in the drop-down or typing a server relative URL to the site and then selecting a library in 'Library' drop-down
  • Dynamic path which allows to specify expression based path to the library

Folder

no

String

Library relative URL. If you want to store converted pdf document to a new folder you can specify it in this property.

File name

no

String

Fixed file name for pdf document or dynamically calculated using an expression. Leave empty in order to use the original file name with the pdf extension.

If already exists
 

yes

Choice

If the file with the same name already exists you have several option to specify:
- Overwrite. It will overwrite to exiting document in the target document library.
- Rename and keep both. It will rename document you want to move and keep existing one.
- Fail. Action will fail with an error: A file or folder with the name [[FileName]] already exists at the destination.

 

Availability

Modern Forms

List Actions

Scheduled/Triggered Actions

✓

✓

✓*

*  In Scheduled/Triggered actions only converting files to PDF from the current site's libraries is available.

Note: action is available only in SharePoint Online

Output

Output Parameter

Type

Description

ItemID*

Number

Returns the Id of the converted pdf document in a library 

FileName

String

Returns the file name of the pdf document

Url*

String

Absolute Url to the converted pdf document in a library. Starts with 'https://'

ServerRelativeUrl*

String

Server relative path to the converted pdf document in a library. Starts with '/'

LibraryRelativeUrl*

String

Library relative path to the converted pdf document in a library. Starts with file name

*Output parameter value is available in a case of using option "Save to library"

Ein Bild, das Text, Screenshot, Schrift, Software enthält. KI-generierte Inhalte können fehlerhaft sein.

Note: 
There is a known issue when editing a Word document and using the Convert to PDF action. Sometimes, the Convert to PDF action does not immediately reflect the most recent changes made to the Word document.

To handle this scenario, you can do the following:

Option 1:

  1. Use Copy document action (to copy the edited word document)
  2. Then Convert to PDF action (use output ItemID  from the Copy document action)
  3. Finally, use Delete item action to delete copied file (use output ItemID from the Copy document action)

Ein Bild, das Text, Screenshot, Schrift, Zahl enthält. KI-generierte Inhalte können fehlerhaft sein.

Option 2:

  1. Use Generate document action to generate document
  2. Then Convert to PDF action  (use output ItemID from the Generate document action)
  3. Finally, use Delete item action (use output ItemID from the Generate document action)

 



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