We're using version 9 SP2 with a version 8.2 process.
We have forms that are rendered and submitted as PDFs in workspace. Occasionally, when a form is proceeding through the process steps, it is somehow becoming an XDP only, so when the the next approver logs into workspace to view the form, the only data they are presented with is XDP XML.
I can replay an example of this occurring. A form is rendered and submitted at step 1 as a PDF. Following this step, I can view the form in the process recording, and it is in fact a PDF. However, when the approver logs in at step 2 though, the only data that appears in the workspace is the XDP XML.
We're using an 8.2 process so I don't think the "Presentation and Data tab" question applies.
We are using a Document Form variable to hold the PDF. And I can confirm with the process recording that the variable does in fact contain the form. When that form is presented to the next approver, though, only XDP XML appears. This only happens with some form instances.
We also have to use the entire PDF because we're using digital signatures.