This Torq workflow template automates the creation of a comprehensive PDF report for a Torq case. It collects essential case data including custom fields, events, timeline, observables, and attachments, and compiles them into a neatly formatted document. The workflow can be triggered upon case closure or manually to generate updated reports as needed. This facilitates efficient case documentation and archiving, enhancing case management processes.
Optional Triggers
["This workflow can be triggered when a case is closed, and automatically attach the report.","Trigger from a Quick Action button to create an updated report when needed."]
Use Cases
Case Management
Workflow Breakdown
Collects case data such as: Custom Fields, Events, Timeline, Observables and Attachments.
Creates a PDF report.
Attaches it to a case or outputs the report as a tqfile.
Vendors
Scripting, Utils, Torq, Torq Cases
Workflow Output
When 'Attach to case" is set to 'true' workflow returns metadata of a case attachment, if the value is set to false it will return metadata of a tqfile.
Tips
Customize some aspects at the Workspace Parameters variable: Header Text for all pages, Time zone and Company Logo