Extract data from database tables and populate a PDF form. The PDF should contain editable and fillable dropdown fields that allow users to select values dynamically
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Hi,AFAIK, you can extract data from database tables and generate a PDF, but dynamically editable/fillable dropdowns inside the PDF itself (like a web form) is limited.For adding text you can use - PDF ToolsBut the fillable dropdowns functionality is not possible!!!
Hi, thank you for your response. I was wondering if it's possible to create a template with checkboxes and upload it to the documents. Is that something we can do?
YOu can try using a SAIL form, where the user fill the fields, and after that, replace that information in an HTML template, and convert it to pdf.
can u pls explain more about this
The user enters the information they want to display in the PDF through a form in Appian.
When they submit it, you replace those values in an HTML template that has placeholders (for example, ##username##).
Once the replacement is done, you use the 'HTML to PDF' smart service to convert the document to the desired format.
Given your use case you can check this plugin Microsoft Document Editor . Using this you can have the users edit a word document from within Appian itself and once they are done then export that doc to pdf by using pdf tool plugin.
I personally have not explored the Microsoft document editor plugin but given your use case it might suit it very well.