How to configure fill PDF pluggin .

Hi All,

I have a requirement to make an editable form . The form fields should be fillable and the data entered should get saved into the database on click of submit in an interface. The upload interface should contain fillable pdf as well as a submit button .(form layout ) Also the user can download the newly edited pdf in non editable format on click of download button.

I am making use of Fill PDF tool available in PDF tools pluggin. I need to know the what should we fill in the value part of the service. From where can I make a pdf to be in the same format as needed? The pdf that we need to make fillable consists of textfields, some image along with check box fields. (version 20.3)

Thanks 

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Parents
  • Use Smart service named PDF Doc From Template. (Use a PDF template to populate data into and save as a PDF file in Appian) 

  • I vastly prefer "Fill PDF" which it sounds like Shikha is referring to, because it allows you to expressionize the generation which is dramatically more efficient especially when dealing with repeating fields or lists, etc.

    To use the Fill PDF smart service it's super easy - just create an expression rule that outputs a list of dictionaries where each one has 2 properties, "name" and "value".  "name" needs to match the PDF's fillable field name.  You can see this when you go into Form Edit mode in Adobe Acrobat Editor, which is what you'll need to have/use in order to make your fillable PDF. 

    Also, you can use the "getpdffields()" rule found in the PDF Tools plug-in to return the plaintext field names for all fields in the PDF, once you've uploaded the template to your Appian environment.

Reply
  • I vastly prefer "Fill PDF" which it sounds like Shikha is referring to, because it allows you to expressionize the generation which is dramatically more efficient especially when dealing with repeating fields or lists, etc.

    To use the Fill PDF smart service it's super easy - just create an expression rule that outputs a list of dictionaries where each one has 2 properties, "name" and "value".  "name" needs to match the PDF's fillable field name.  You can see this when you go into Form Edit mode in Adobe Acrobat Editor, which is what you'll need to have/use in order to make your fillable PDF. 

    Also, you can use the "getpdffields()" rule found in the PDF Tools plug-in to return the plaintext field names for all fields in the PDF, once you've uploaded the template to your Appian environment.

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