Posted: 15 Dec 2017 7:52 EST Last activity: 5 Jan 2018 5:55 EST
Can eForm be delegated and edited by end user?
Our client has a use case - end user is able to edit letter template.
One of our partner resources informed that this can be done using eForm and by delegating eForm thru Add Favorite. Is this a valid approach?
My understanding was that we have to use Pega 7 'Delegate' feature, which is not available on eForm rule. I'm suggesting to use correspondence rule for this requirement because 'Delegate' is available on correspondence rule. See attached.
#2 uses Pega7 'Delegate' which is recommended over 'Add Favorite'
However, when we convert a correspondence rule to PDF (e.g. htmltopdf activity), looks like we are having formatting issues including page break related in PDF file. Corr to PDF conversion does not look very robust in Pega.
eForm seems much more robust when it comes to generating a PDF file, but eForm does not support Pega 7 'Delegate'.
Our client decided use eForm and use 'Add Favorite' to expose eForm rule to end user who can upload new PDF template in PROD.