Injecting a PDF File Using WildCard and Switch XML Variables

[ckellar]

Screenshot 2023-08-03 at 1.21.58 PM.png (165.97 KiB) Viewed 43366 times

Have an XML file coming into and creating a folder structure and is picking up a specific pdf template to fill in the xml variables.
The XPath looks like... " /dn:CrystalReport/dn:Group[1]/dn:GroupHeader/dn:Section[1]/dn:Field[13]/dn:Value[1] "

Where is the best practice to actual get the data to show up on the pdf?

Tried Pitstop Server via action variable set
Would placing a link on the pdf work? If so is there a document on how to format for this?
Would adding a form to pdf work?

Just trying to pass the data from the xml pickup to the pdf file... Thanks in Advance!

[freddyp]

You create a variable for each piece of text linking to the value in the XML. You create an Action List that uses those variables in an Action. That is about it.

Now something about the Action to use. You can use the Action "Add object" to place the text in a specific position with a specific font and a specific color. A better approach according to me is to place a placeholder text in the template, e.g. #NAME# and to use the Action "Find and replace text" where the "Find" is the placeholder text and the "Find" the variable that points to the value in the XML.

Another approach is to use the app "PDF Form": https://www.enfocus.com/en/appstore/product/pdf-form. Then you add form fields to the PDF template and you fill them with this app.

[ckellar]

That works! Thanks again Freddy!

[Arrinters]

[cwswitch]

We are doing this now with: Submit point, Variable Set, Action

If any variable from the submit point has a space in it, say "john smith" then the find and replace does nothing.

Is there a work around for this please?

Submit=john > variable set gets that value > Action performs find and replace
Submit=john smith > variable set gets that value > Action fails to find and replace

You create a variable for each piece of text linking to the value in the XML. You create an Action List that uses those variables in an Action. That is about it.

Now something about the Action to use. You can use the Action "Add object" to place the text in a specific position with a specific font and a specific color. A better approach according to me is to place a placeholder text in the template, e.g. #NAME# and to use the Action "Find and replace text" where the "Find" is the placeholder text and the "Find" the variable that points to the value in the XML.

Another approach is to use the app "PDF Form": https://www.enfocus.com/en/appstore/product/pdf-form. Then you add form fields to the PDF template and you fill them with this app.