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Populating Data Items with PDF Form Field Values
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Important Status
The current page has been customized from its template.
You can populate your solution and process data items with PDF Form field values using the Read PDF Form activity.
To populate data items with PDF form field values, complete the following steps:
Check out and open the process you want to edit.
In the
Toolbox
pane, click
Document
. A list of document activities is displayed.
Double-click or drag the
Read PDF Form
activity into the process.
Link the activity appropriately with other activities.
Right-click the
Read PDF Form
activity. A shortcut menu is displayed.
Select
View Properties
. The
Read PDF Form
window is displayed.
Click the
Input File
tab. The
Input File
fields are displayed.
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 service. Document templates can also be used as the input file for this activity.
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.
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.
Click
OK
. You configured the activity to populate data items with PDF form field values.
Related Topics
Setting the Password Required to Open and Read the PDF
Allowing the Process Engine to Automatically Determine which Data Items to Populate with PDF Form Field Values
Manually Determining which Data Items to Populate with PDF Form Field Values
Exporting Retrieved PDF Form Field Values to an XML File
Source
BPM Designer Topics
>
Overview of Activities and Activity Topics
>
Document Activities
>
Read PDF Form
Last modified at 7/31/2020 11:52 AM
