Upland OL User community

Convert HTML to PDF in Workflow with MS365 email input

#1

Hello!!

I would like to know the best way to convert HTML body generated with the MS365 email input. Is it possible to do that in workflow without third party?

I receive an email always with the same format. It’s an email from a system who create service calls. I would like to know if it possible to convert the html file of the body generated by the task, to a PDF file.

Then I can use datamapper with the PDF to extract my informations I need in the email.

Do you have any recommendations?

Thank you very much!

#2

Just to be sure…you want is the HTML to be interpreted into a PDF, like what the Connect server does?

If so I have an idea but don’t have any email received by the EMail 365 input plugin.
Can you share one with anonymized data?

I will try my idea and let you know the result.

#3

Hi! Yes, I want a pdf generated with the content of the email.

Here is the original html from the MS365 email input task and a PDF with the result I’m searching to have. For now to make it I have used a third party tool FolderMill.

Html2pdf.zip (35.2 KB)

Or another idea… my goal is to extract data from the email. I think the best way is to make a PDF and capture data with datamapper.

I tried to convert the html into text with advance search and replace but the result is not very nice. Many white spaces and lines. I think the easy way is to convert to pdf but I’m open for another way too.

#4

If all your emails are setup the same, that seem pretty straight forward to do. Below are the Datamapper and Template to generate your PDF. I tried it and it works.

Let me know if that works for you.

html.OL-datamapper (4.0 KB) html.OL-template (8.2 KB)

#5

Thank you very much! I will try that… :slight_smile: