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Question

PDF Template Setup

Workflow Quick Fields Laserfiche Forms Version 10
Updated January 24, 2023
asked on May 27, 2021

Is there any documentation/instructions on how to prepare a PDF so the fields can be populated from data of LF Forms? I found this one called,"Updating a Microsoft Word Document with Lasefiche Workflow" but it's only for MS Word.

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Replies

replied on May 27, 2021

If you want to take form fields and fill out a PDF, you should use a Forms process to collect the data then the Workflow service task to kick off a workflow to fill the PDF. 

The workflow should first retrieve business process variables to grab all the data from the form, then the activity to generate a filled PDF. 

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replied on January 24, 2023

Jared, 

 

I am a newbie to workflow and I am trying to do this exact thing. Can you possible share your workflow? 

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replied on May 27, 2021

If it's a Forms process then the entire form can be saved directly as a PDF file in the Save to Repository Service Task:

 

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replied on May 27, 2021 • Show version history

At Stephen Armstrong, this will not work for I would like my PDF keep the actual look of layout of my PDF. It has lines, special fonts, artwork etc... This PDF was designed in MS Excel.

At Jared Rechnitz, this is more of what I'm looking for. However, is there any special process, like mergefields is need from MS Word does, in Acrobat PDF? I know I must have a master PDF to import to Workflow, but what do I have to do put something like mergefields in a PDF so when I put data in Forms I  kick off a workflow task process and it takes the data into workflow then I want to put all that data into specific areas on a custom PDF. 

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replied on June 1, 2021
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replied on June 1, 2021

Yes, that's it! Thanks a million.

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