How to convert Sail form to PDF format

How to convert Sail form to PDF format

  • You need to create a separate PDF template that you can fill with data using the Create PDF smart service.

    The OOB PDF Doc from template might help.

    docs.appian.com/.../PDF_Doc_From_Template_Smart_Service.html

  • Hi Monika,

    What is your exact scenario. Does the form has any kind of grid? What exactly the form contains? Please attach your sample form so that folks can give you better solution.
  • In reply to Shanmukha:

    I'm able to create dummy PDF successfully (just for testing) using Create PDF smart service.

    I have used the below code input for the content field of Create PDf smart service

    { 'type!{urn:appian:ps:pdftools}PdfContent'(   page: 1,   xPercent: 10,   yPercent: 10,   angle: 0,   sections: {     'type!{urn:appian:ps:pdftools}PdfSection'(       style: null,       components: {         'type!{urn:appian:ps:pdftools}PdfText'(           value: "Some"         ),         'type!{urn:appian:ps:pdftools}PdfText'(           value: "text"         )       }     )   } )}.

    But now, I have to create the PDF same as the below Sail UI form . Yes, the form contains Grid , section etc.

    But can any one of you help what can be the input for the content field , if my UI looks as per the below screenshot.

    Thanks,

    Monika

  • Can anyone update on this ? This would be great appreciated
  • In reply to monikam851:

    From the appian play book regarding documents. "First consider not generating documents,"

    Have a look at this link.
    community.appian.com/.../generating-documents

    Building a dynamic form like that with images is not going to be easy. There may be some newer stuff you can do. But the way I have seen it done in the past is with the word doc from xml template. Then convert to PDF and email it is made.

    I have wondered if you could some how grab the HTML used to create the screen and then pipe that into the HTML doc smart service.
  • In reply to monikam851:

    Hello Monika,

    If the look and feel is important then i recomend to evaluate XSL-FO option on which you have more control over the PDF. Something similar to what you get using html. But specifically on the PDF.

    Refer to
    www.alt-soft.com/.../

    It takes time to do the template, but it gives you lot of control over it.



    The plugin
    forum.appian.com/.../summary


    Some previous conversations that might help you
    community.appian.com/.../pdf-from-template-with-multiple-item-grid

    community.appian.com/.../pdf-generation-using-xsl-fo

    Hope this helps
    Jose
  • In reply to josep:

    Hi Josep,

    Thanks for the reply. I'm able to create PDF.

    I also have the requirement to merge the documents. I'm using Merge PDF smart service.

    Scenario is : I have two different PDF documents, where I need to merge both documents into single PDF. I have a digital signature in one PDF document. I want that signature to be placed beside "Signature" word which is the other document. How do I keep the digital signature beside the "Signature" word. How do I achieve this?

    As of now, PDF's have been merged. But, they are two different pages.


        

    Thanks, Monika

  • In reply to monikam851:

    Hello Monika,

    The first page is created using a word document? Of how are you achieving that first page of the pdf.

    I will be easier if the image is placed there when creating that page and not altering it after.

    In case you created the page using XSLFO the. That is another story it is quite easy, please tell me how you created that to be able to help better.

    José
  • In reply to josep:

    Hi Jose,

    I have created the first page of the PDF using (MS Word 2007 Doc from Template) to generate document through template and then converting it to PDF.

    As you suggested above "I will be easier if the image is placed there when creating that page and not altering it after." - I tried this to place the image beside the Signature word. 

    I am using below smart service. But, when I am passing the image document as parameter its not showing image, its shows like [Document: 31279].

    Please tell how can I show image through this smart service.



     

    Thanks, Monika

  • In reply to monikam851:

    Hello Monika,

    If you want to keep using just that smartservice I don't know a way to place an image there AFAIK it just replaces the ###variables### you define like that but you can use the Dynamic Document generation plugin, it

    forum.appian.com/.../summary

    take a look at previous conversations on that plugin.
    * community.appian.com/.../configure-docx-from-dynamic-template---images
    * community.appian.com/.../docx-from-dynamic-template

    With this plugin you have two options.
    1) create the pdf using that plugin

    2) using the current template , create a pre-template which have to be done as defined on the "Dynamic Document Generator" pass just the image which will create the template with this ### and the image and later pass it back to the current smart service.

    Hope this helps

    Jose

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