This example demonstrates how to use this Action Agent to convert invoices received as CSV file attachments via a dedicated email address to PDF files. These PDF files can then be sent to a finance application that only accepts PDF format.

Refer to configuration to understand all configuration options of this Agent.

Step 1: Add the Agent

Drag the Action Agent onto the canvas, link the input endpoint to the invoice emails, and the output to the printer. Rename the Agent and save the Data Stream.

Step 2: Configure General

Select the Agent and click Configure. Keep the default Collection.

Step 3: Configure Settings

Select the filename and file content fields. In this case, AttachmentFileName as the filename, and AttachmentContent as the file content.

Step 4: Results

Apply the changes, save the Data Stream, and publish it.

Send a sample CSV invoice to the dedicated email address and let’s look at the Live Data View.

The PDF filename and content are appended to the email event and printed. The same process can be performed on different file types.


See the Import, Export, and Clone - XMPro article for steps to import a Data Stream.

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