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Automatically Determine which Form Fields to Populate with Data Item Values

To allow the Process Engine to automatically determine which PDF form fields to populate with data item values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. Open the Populate PDF Form activity in the process that you previously configured and now want to edit.

  3. Click the Data Mapping tab. The corresponding screen is displayed.

  4. Select the Automatically Map Data Items to Form Fields check box.

    Note:
    If the Manually Map Values to Form Fields check box is also checked, then those mappings will override any automatic mappings the Process Engine finds.


  5. Click OK. You allowed the Process Engine to automatically determine which PDF form fields to populate with data item values.
Related Topics
Populate PDF Form Fields with Data Items, Expression Results, or Literal Values
Set the PDF Properties when Populating the Form
Specify the Password for the Process Engine to Open and Populate the PDF
Manually Determine which Columns to Populate with Data Item Values, Expression Results, and Literal Values
Populate Form Fields Based on Values in an XML File

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Document Activities > Populate PDF Form
Last modified at 7/31/2020 11:10 AM