Question

Displaying PDFs in a form

Forms

Updated May 16, 2019

asked on May 14, 2019

I have a requirement to display all salary letters for employees in PDF format in laserfiche forms for Supervisor Review. I have the PDFs generated and stored in repository. What is the best way to display this list in Forms please?

Thanks

Priya

0 0

Answer

APPROVED ANSWER

replied on May 14, 2019

You may want to embed an iframe showing the relevant entry ID into your form. Here is a sample:

In Forms Layout, add a custom HTML field with something like this:

<iframe id="myframe" src="http://localhost/laserfiche/docview.aspx?db=LaserRepository&id={/dataset/Entry_ID_for_Document}&mode=embed" width="100%" height="800px"></iframe>

This particular example was using an entry ID that had been pre-populated by a Workflow that invoked this process and passed entry ID at the beginning. You will want to change the src attribute to reflect your actual machine name and repository name.

The easiest way to get the URL for your src attribute above is to navigate to one of your sample PDF entries in the repository, and copy the address. If you have the entry ID pre-populated by Workflow, then you can replace the entry id with your Forms variable (above, that's the {/dataset/Entry_ID_for_Document} part). You can also see the Help File on Web Client URLs.

As a matter of style, you may want to allow users to show/hide the iframe. The easiest way to do this is to put the custom HTML into a section and check the "allow users to show/hide" box.

0 0

Replies

replied on May 14, 2019

Thanks

0 0

replied on May 14, 2019

Will they be able to download the PDFs if the supervisor does not have access to those PDFs in repository?

Thanks

0 0

View 8 previous replies

replied on May 14, 2019

Since you're embedding the Web Client, what the end user will be able to see depends entirely on whether that user has been granted security access.
So, if the supervisor does not have access, they will not see the PDF.

0 0

replied on May 14, 2019

But, we want to show the PDFs to supervisor. There are 100's of supervisor and we do not want to give them access in repo. We want for them to able to see this in the form.

Priya

0 0

replied on May 14, 2019

You can use Workflow to give (and remove) entry access rights to supervisors as needed. Keep in mind you can just give access at the Document level - so the supervisors would be able to see it only if they have the direct link, and you can set the security to only allow viewing and not allow modification or deletion.
See the Entry Access Rights help file for more information.

0 0

replied on May 15, 2019

Ok, thank you

0 0

replied on May 15, 2019

What activity in workflow do I use please to give (and remove) entry access rights for supervisors at document level?

Thanks

Priya

0 0

replied on May 15, 2019 • Show version history

The activity is called Assign Rights - see the Help file here.

I also recommend looking at this Help file to understand the scope of the security setting.

0 0

replied on May 15, 2019

Thanks

0 0

replied on May 15, 2019

I tried this. I am able to see the web access menu bar, tool bars and all that. Also, if 100 PDFs has to be displayed, it is going to be very big. Is there another approach to this please? Thanks.

Priya

0 0

replied on May 15, 2019

Is there a way to just provide links for them to download PDF?

0 0

replied on May 15, 2019

If they have the Export right along with the other required entry access rights, the link could be like:
https://ServerName/laserfiche/electronicfile.aspx?db=dbName&id=EntryID&mode=Export

0 0

replied on May 16, 2019

Thanks

0 0

You are not allowed to follow up in this post.

Question

Question

Displaying PDFs in a form

Answer

Replies

Sign in to reply to this post.