I am collecting the information from my data base to fill a PDF using workflow. It is a PO. So, I might have more line items than will fit on 1 page. What is best practice for multiple pages using fill out PDF form activity? I see by my data that it could take from 1-14 pages for each PO/PDF. WorkFlow Version 9.1
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replied on April 1, 2015
Hey Beth,
I don't know if I'm in a position to be giving advice on the best practices as they can vary depending on the process, but I definitely can provide some insight to the capabilities of Workflow and what options you have to maintain the data in a sensible way.
Some options that come to mind:
- Create a "Continued PO" fillable PDF. You can use this in cases where you have too many line items to fit on one page. Workflow can recognize how many line items there are to include, and if it is over a certain number of line items (enough line items to push data onto another page), then you can direct Workflow (using a conditional decision) to fill out this additional PDF and link the two documents or even insert the "Continued PO" page into the existing document.
- You can split line items into groups of 10 or 20 (or however many fit on one page) and split the POs into smaller chunks and store each PO side by side.
- Create a 14 page PO and manually delete the unneccesary pages once imported to Laserfiche.
In my mind, option 1 is clearly better than the others, but my recommendation may change depending on the specifics of your situation. If you'd like to leave a short summary of what is happening to the data and the PO itself after it's been filled out, I can use that information to suggest one of these options, or perhaps suggest a new option to help you process these documents easily and efficiently.
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