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Populate PDF Form Fields with Data Items, Expression Results, or Literal Values

To populate PDF form fields with data items, expression results, or literal values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Document. A list of document activities is displayed.

  3. Double-click or drag the Populate PDF Form activity into the process.

  4. Link the activity appropriately with other activities.

  5. Right-click the Populate PDF Form activity. A shortcut menu is displayed.

  6. Select View Properties. The Populate PDF Form window is displayed.

  7. Click the Input File tab. The Input File fields are displayed.

  8. In the Input File Location field, select the appropriate input field editor and set the field to a value that is a file location accessible by the Process Engine server. A document template can also be used and is required if your template is saved on a SharePoint 2007/2010 site.

    Note:
    By default the File Browser editor is selected. To select an input file location using the File Browser editor, click the File Browser icon and navigate to the location on your system. The Process Engine may not have permission to work with files on your local machine, so a network share is preferred.


  9. In the Authentication section, select the Run as BPM Server or Specify credentials option.

    Note:
    If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials. If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional.


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

  11. Select either the automatic or manual option for mapping values to table columns.

    Note:
    For details on automatic and manual mapping options, see the corresponding topics in this section.


  12. Click the Output File tab. The corresponding screen is displayed.

  13. In the Output File Name field, select the appropriate input field editor and set the field to a value that is a file name.

  14. From the If the file already exists section, select Overwrite the file or Increment the file name.

    Note:
    Select Overwrite the file to replace the existing file. Select Increment the file name to save the updated version of the existing file.


  15. In the Output File Location field, select the appropriate input field editor and set the field to a value that is a file location on your system.

  16. In the Authentication section, select the Run as BPM Server or Specify credentials option.

    Note:
    If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials. If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional.


  17. Click OK. You configured the activity to populate PDF form fields with data items, expression results, or literal values.
Related Topics
Set the PDF Properties when Populating the Form
Specify the Password for the Process Engine to Open and Populate the PDF
Set a Password for the PDF Recipient to Open and Edit the Document
Automatically Determine which Form Fields to Populate with Data Item Values
Manually Determine which Columns to Populate with Data Item Values, Expression Results, and Literal Values

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Document Activities > Populate PDF Form
Last modified at 7/31/2020 11:53 AM