Thanks, Randy for the helpful tips. I have couple of questions. 1. How to set font properties on pdf template? I have a pdf template that displays static text using calibri font, when i add a new field and set properties on field to use calibri font for the fields that i am printing, BI publisher is setting the field to Albany during generation. 2. How to add cdata sections to pdf templates?
I'm not sure you can add CData sections to PDF templates. In the end, it's just putting a layer of text on the page and nothing fancier than that. The PDF template is supposed to handle the fonts and formatting. To change the font, double click on the field on the PDF Temple. On the Popup box, select the "Appearance" tab and change the font there. Note though that these fonts have to be available on the server generating the report - whether it be the App Server or Report Server. Your Windows PC may have the fonts while in design, but that server also needs the fonts. Anytime a PDF renders and the specified font is not available, it will pick from it's list of default available fonts to use instead
Please email me a copy of your pdf template and the sample xml file - randy@peopletoolstechtips.com. It's difficult to understand your issue without the docs.
In Video there is no looping/repeating condition added but still we are getting repeating fields (Employee Name) is repeating handled in any other way ?
A challenge with PDF templates is that we have to work with a defined, fixed space as apposed to RTF templates where we can loop forever and let the document page break. Try and put too much into a PDF field and the data just gets cut off. I handle looping in PDF templates in my XML file. if there is a grid on the PDF document, I assign a unique XML tag to each cell of the grid. The rules of many government forms with too much data for one field is to either attach an addendum page at the end of add another copy of the same form with the overflow data in the same field of the next page. This is handled in the XML file creation, not the template. With the use of an addendum page, you may want to make that a separate report and do a PDF Join afterward. In the case of a milt-page report where one page may be inserted multiple times for large data sets, create that page separately and PDF join afterwards.
I have not had the requirement to switch a reports language. So my ideas are theoretical rather than experience. You would control different language versions of the PDF at the template level - a different template for the different languages. Stating the 3 digit language code while generating: ProcessReport(TemplateId, LanguageCD, AsOfDate, OutputFormat). LanguageCd is supposed to help out with fonts and page orientation. But you would declare the different template in that function too
How do you mean signatures? I don't think you can add document signatures such as DocuSign or Adobe e-sign since we need to strip down the templates to Acrobat 5.0. However, if the user already electronically signed in PeopleSoft, you may be able to represent that signature with an image on the printed PDF
Thanks, Randy for the helpful tips. I have couple of questions.
1. How to set font properties on pdf template? I have a pdf template that displays static text using calibri font, when i add a new field and set properties on field to use calibri font for the fields that i am printing, BI publisher is setting the field to Albany during generation.
2. How to add cdata sections to pdf templates?
I'm not sure you can add CData sections to PDF templates. In the end, it's just putting a layer of text on the page and nothing fancier than that. The PDF template is supposed to handle the fonts and formatting.
To change the font, double click on the field on the PDF Temple. On the Popup box, select the "Appearance" tab and change the font there.
Note though that these fonts have to be available on the server generating the report - whether it be the App Server or Report Server. Your Windows PC may have the fonts while in design, but that server also needs the fonts. Anytime a PDF renders and the specified font is not available, it will pick from it's list of default available fonts to use instead
I followed the steps, but the form will not populate the information that it is tagged to? How do I troubleshoot?
Please email me a copy of your pdf template and the sample xml file - randy@peopletoolstechtips.com. It's difficult to understand your issue without the docs.
In Video there is no looping/repeating condition added but still we are getting repeating fields (Employee Name) is repeating handled in any other way ?
A challenge with PDF templates is that we have to work with a defined, fixed space as apposed to RTF templates where we can loop forever and let the document page break. Try and put too much into a PDF field and the data just gets cut off.
I handle looping in PDF templates in my XML file.
if there is a grid on the PDF document, I assign a unique XML tag to each cell of the grid.
The rules of many government forms with too much data for one field is to either attach an addendum page at the end of add another copy of the same form with the overflow data in the same field of the next page. This is handled in the XML file creation, not the template.
With the use of an addendum page, you may want to make that a separate report and do a PDF Join afterward.
In the case of a milt-page report where one page may be inserted multiple times for large data sets, create that page separately and PDF join afterwards.
How to converthe english reports to French
I have not had the requirement to switch a reports language. So my ideas are theoretical rather than experience. You would control different language versions of the PDF at the template level - a different template for the different languages. Stating the 3 digit language code while generating: ProcessReport(TemplateId, LanguageCD, AsOfDate, OutputFormat). LanguageCd is supposed to help out with fonts and page orientation. But you would declare the different template in that function too
is it not possible to add signatures to it?
How do you mean signatures? I don't think you can add document signatures such as DocuSign or Adobe e-sign since we need to strip down the templates to Acrobat 5.0.
However, if the user already electronically signed in PeopleSoft, you may be able to represent that signature with an image on the printed PDF