PDF Template for PDF Doc From Template Smart Service

Certified Senior Developer

Can someone walk me through how to turn the attached PDF into a PDF Form that can be used to as a template for the PDF Doc From Template Smart Service? Thanks

PDF

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Parents
  • Hi there, could you elaborate on what you would like to achieve? As per my knowledge it is not possible to enter data directly in a pdf form in Appian. What you can do is creating a template via e.g. Adobe DC or Libre Office. Then you use this template as a template in the Smart Service in your process. The textboxes will be recognized by Appian and then you can map the boxes to the appropriate process variables.

    Ideally you have a CDT, which you can use in your process and map the boxes to the process variables of that CDT. 

    Via the process start form users can enter the data, which will be saved and then mapped to the pdf template.

Reply
  • Hi there, could you elaborate on what you would like to achieve? As per my knowledge it is not possible to enter data directly in a pdf form in Appian. What you can do is creating a template via e.g. Adobe DC or Libre Office. Then you use this template as a template in the Smart Service in your process. The textboxes will be recognized by Appian and then you can map the boxes to the appropriate process variables.

    Ideally you have a CDT, which you can use in your process and map the boxes to the process variables of that CDT. 

    Via the process start form users can enter the data, which will be saved and then mapped to the pdf template.

Children