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Question

Fill out PDF from Multiple entries

Workflow Version 10
Updated October 3, 2016
asked on September 29, 2016

Is there a way to fill out a PDF with different entries? I am searching for documents and I want to build a report based off the fields for each entry. How will I fill out the pdf? How will workflow know to go to the next line on the PDF because this is the next entry's document.

 

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Answer

SELECTED ANSWER
replied on September 30, 2016

What Junaid is trying to say is that you want to collect all the values into tokens before you try to write them to the PDF. For example, in the workflow below I'm using the Author field from the search results to write it to the "Last" field in the PDF.

Rather then trying to write to the PDF multiple times and worry about which row I'm supposed to be putting the current value in, I'm creating an "AllNames" token that has all the names I want to write to the PDF. Then Workflow can just add them in one shot and it will put them in order into the fields.

To tell Workflow that it needs to fill in multiple rows, I'm defining a table using pattern matching:

The resulting PDF looks like this:

Let me know if things are still confusing.

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Replies

replied on September 29, 2016

I am not sure if i understand correctly but i will try.

One way i could think of is using a for loop for each value and assigning each value to a single token. you could append by new line, or semi colon etc.

Then use that token to fill pdf.

Or you could use fill word if pdf form is not specific, to take all values and fill the table and then save it as pdf.

Please let me know if i didn't answer your question.

 

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View 7 previous replies
replied on September 29, 2016

I'm not sure...Okay this is the PDF.

I need to fill this form out based on a search by department. So every employee within that department should be listed on this form and all their info should be in each column.

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replied on September 29, 2016

When you open this pdf in 'fill out pdf form' how many fields do you see? i see an option of table using multivalue token.

Personally i would recreate this in word document and have word document activity fill it and save it as a pdf. Much Easier.

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replied on September 29, 2016

I see all the fields, I am just unsure of how, workflow will know...Okay this is the next employee and it should be on line 2, 

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replied on September 29, 2016

workflow will know by index of mutivalue token. if employee 2 is in 2nd line of multivalue token, it should technically appear on second row of the pdf table. 

Please give it a go and let us know if it works or not.

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replied on September 30, 2016 • Show version history

I guess I am not understanding when you say multivalue token. Thanks for your help but I will figure out. I just need to look at some of the help files at little bit more. I haven't tried anything with the Table tab on the PDF Tool.

I am getting nothing but errors...It fills out the first value but stops. Please remember I am searching for MULTIPLE different documents and retrieving a note field with the employee scores. This isn't coming from Laserfiche Forms.

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SELECTED ANSWER
replied on September 30, 2016

What Junaid is trying to say is that you want to collect all the values into tokens before you try to write them to the PDF. For example, in the workflow below I'm using the Author field from the search results to write it to the "Last" field in the PDF.

Rather then trying to write to the PDF multiple times and worry about which row I'm supposed to be putting the current value in, I'm creating an "AllNames" token that has all the names I want to write to the PDF. Then Workflow can just add them in one shot and it will put them in order into the fields.

To tell Workflow that it needs to fill in multiple rows, I'm defining a table using pattern matching:

The resulting PDF looks like this:

Let me know if things are still confusing.

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replied on September 30, 2016

Thanks! That clears up a lot.

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replied on September 30, 2016

Miruna, any idea what I might have messed up from these errors?

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replied on October 3, 2016

It looks like your PDF names are not unique, so Workflow doesn't know how to distribute data to them.

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replied on October 3, 2016

Okay...I will rename the fields within Adobe. I just wanted to confirm. Thanks for your help!

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