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Question

Add metadata to PDF dynamically

asked on April 21, 2021 Show version history

I’m trying to design a solution where I can add metadata to a PDF, but dynamically. Right now, we just figure out how to design the homologation of the fields we need, but I have a question.

 

The “PDF Metadata” activity can do what we need but only with a fixed set of fields, we need to do that with a dynamic list of fields. I’m trying to find an approach within Laserfiche sdk first, that’s why I’m not counting with 3rd party libraries yet.

 

Regards.

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Replies

replied on June 15, 2021

Is it possible that the metadata you need is consistent across multiple forms?

I haven't used the PDF Metadata activity, but I had a similar issue with the Fill Out PDF Form activity - where I had 5 fields that I needed to populate and it could potentially be across dozens of different documents (it's actually over 100 different ones now), I didn't want to load all of the documents to Workflow, and upadte them every time I made a change to the original PDFs.  But I was able to make tweaks so that they all used the same 5 fields (and managed them slightly differently internally if needed).  Then I just loaded a simple version of my PDF that used those 5 fields.  From that point, I was able to make the Workflow work on any of those documents with the 5 fields, regardless of which document it actually was.  It doesn't check that it is the specific document, it just confirms those specific fields.

Maybe the metadata will be the same - if you are able to create a PDF that contains every type of metadata you might want to work with...

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