Convert Excel to PDF via Script

Background

Currently, there is an attachment field in the data table that contains Excel files. We need to convert these Excel files to PDF by clicking a button and upload the converted PDF files to the corresponding field.

Implementation Principle

Use the script interface informat.storage.convertFormat(sourcePath, targetPath, setting) to convert Excel to PDF, then upload and save the converted file to the corresponding data table field path.

Reference documentation: Document Format Conversion

Implementation Steps

We can implement this function through the following steps:

• Create a call automation button in the form
• Create a code snippet step in the automation
• Finally, click convert and verify the conversion results

Implementation Code

const record = automatic.getVar("record");

const pdfFileId = informat.utils.randomUUID().replaceAll("-", "") + ".pdf";

const filePath = informat.storage.getFilePath("tab", "pdf", pdfFileId);
informat.storage.convertFormat(record.excel.path, filePath, {
  fileType: "xlsx",
  outputtype: "pdf",
  title: "example.pdf",
});
// Define attachment object
const targetAttachment = {
  id: pdfFileId,
  name: "example.pdf",
  path: filePath,
};
// Update pdf attachment field
informat.table.update("tab", { id: record.id, pdf: targetAttachment });

Summary

Through the above example, we can simply convert Excel to PDF with a few parameter configurations.
Based on the above example, we can also extend it to convert Excel to PNG, convert docx files to PDF, etc.