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How to flatten the PDF generated using standard Appian 'PDF Doc From Template' smartservice (under Document generation)?

jamesg

How to flatten the PDF generated using standard Appian 'PDF Doc From Template' smartservice (under Document generation)?

I am using a PDF Template(fillable PDF form created using Foxit Phantom) with some form fields, whose values are dynamically filled by Appian. It works perfectly. However the generated PDF is editable - a user can change the values. Would like to prevent the user from making changes, so want to the PDF.

I tried to use the plug-in 'Fill PDF'. It does have the option to flatten. However in the process design, I am not able to add the PDF form fields and set their corresponding values dynamically. The documentation on this plug-in doesn't address this in detail. Anyone faced this issue before and could help?

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    Certified Lead Developer
    I'm not aware of an option to do this with the OOTB service. Definitely not ideal, but could you potentially run the Appian service, THEN run the Fill PDF service (or maybe even one of the other services - I haven't gone through all of the code in awhile to know offhand which ones call the flatten method on completion)?

    Alternatively, a few other ideas (none of them great, admittedly): a new service to flatten in PDF could be built or you could look at generating a dynamic Word document and then convert that to PDF which would lock it down.

    In any case, improving the Appian smart service to support a flattening option sounds like an enhancement request that should be submitted to Appian Support.
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  • 0
    Certified Lead Developer
    I'm not aware of an option to do this with the OOTB service. Definitely not ideal, but could you potentially run the Appian service, THEN run the Fill PDF service (or maybe even one of the other services - I haven't gone through all of the code in awhile to know offhand which ones call the flatten method on completion)?

    Alternatively, a few other ideas (none of them great, admittedly): a new service to flatten in PDF could be built or you could look at generating a dynamic Word document and then convert that to PDF which would lock it down.

    In any case, improving the Appian smart service to support a flattening option sounds like an enhancement request that should be submitted to Appian Support.
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