Creating a PDF Layout using Layout Builder

In Adeptia Connect, you can create a PDF layout by using the Layout Builder. A PDF Layout can also be created from within a template, transaction, and Process Designer. 

Follow the steps below to create a PDF Layout.

1. Click Configure > LAYOUTS > 
2. Click Create PDF Layout.
   

On the Create New PDF Layout screen, do the following:

• Launch Window will appear. You need to upload sample file or schema definition JSON to create Layout.

  
  

  
  

• You can change upload file size limit using below property in server-configure.properties file and default value of this properties is 100KB.

  abpm.services.advschema.file.max_size

  
  It will show below Alert message whenever upload file large then size limit:

  
  

• The below screen appears when user upload file and continue. Left one is File View which display the data of uploaded file and right one is definition panel where all properties are listed.

• The definition panel also contains the advanced properties. User can also modify Advance properties as per requirement.
  
  
  
  
• You can enable table section using button (   ) as shown below:
  
  
  
  
• You can enable different Key Value section using menu button (   ) as shown below:
  
  

Creating Table Section:

• Select any row from File View area and right click to select a New Table option. 
  
  
  
  

• New table window will open. 
  
  

  Properties

  Add tooltips to table window to each properties as given below:

  1) Select the number of rows from the ‘Skipped Header Row’. You can also select the number of rows if you don’t want the data of the table.

  2) Select Start Token Identifier check box to define a value to identify the start of a table.

  3) Select End Token Identifier check box to define a value to identify the end of a table.

  4) Select a unique key. You can also set all the fields as a unique key by clicking Set All Unique. It is used to split data into different records.

  5) Click Sub Table Section check box if the table has sub sections.

  6) Click Table Info Required check box if there is a text lies within the data of a table.

  7) Click Single Line Value check box if the data of a particular row lies in different cells.

  8) Click Read All Data check box if the data of the table lies outside the table.

  
  

  
  
  
  
  

•  You can get the suggestion for the Field Name if you have selected Reference Layout in definition panel. To achieve this, right click the Field Name to view the suggestion. 
  
  
  
  
• You can view the table by clicking Data View () button on the toolbar and also you can access Data View through details panel. 
  
  
  
  
• You can edit and delete table by clicking edit () and delete () button.
  
  

Creating Key Value Section:

In PDF Layout there are two types Key value section  as given below and Key value pair be supported across the multiple pages:

1. 1. • Key value Section

        1. If user have select 'Key ValueSection' option from menu for activate default key Value section as shown below:

           

        2. First click on the ‘Key’ and then click on the respective ‘Value’. If you miss the sequence then key and value will not set properly. Repeat the above steps to define multiple key-value pairs.
           Right click on the key and then select 'Key value section' as shown below:
           

        3. On the Section Data window, type a unique section name. Select a ‘Start Token Identifier’ and ‘End Token Identifier’. If you you want to keep end token just check it. Select ‘Single Line Value’ if data is coming in single line.
           
           

        4. Click to Save.

      • Fixed Key Value Section

        1. If user have select 'Fixed Key Value Section' option from menu for activate fixed key Value section as shown below:

           

        2. Right-click on the selected value, and click Fixed Section as shown below:

           
           
           
           

        3. On the Section Data window, type a unique section name. Select a ‘Start Token Identifier’ and ‘End Token Identifier’. If you you want to keep end token just check it. Select ‘Single Line Value’ if data is coming in single line.

           
           

        4. Click to Save.

   2. XSD view: You can view the XSD by clicking XSD View () button on the toolbar. You can also download the XSD file by click download () button.
      
      
      
      
      
   3. XML View: You can view the XSD by clicking XSD View () button on the toolbar. . But, user can test existing layout with other data file by clicking test () button. Once you have tested the exiting layout then you can download XML file by clicking download () button.
      
      
      
      

2. PDF layout in Custom Template/Transactions:

   • While defining the custom template, you can select or create PDF Layout by clicking plus ( ) button.

     

   • This will open a Layout Builder on new Tab.

   PDF Layout in WebPD:

   • PDF Layout option will add in activity menu as shown below:
     
     

     PDF Layout will not support at target side. So, it will show an alert message as "PDF Layout is not supported at target side." whenever user change property name as Transformer to XMLStreamtoStreamTransformer.

     
     
     
     
     

   • All property which are available in other schema activities will be available for PDF Layout also.

     

   Editing PDF Layout:

   • When user want to edit PDF layout by click on Edit option from menu as shown below:

     

   • Layout Builder will open in new tab in Edit mode as  shown below: 

     

   PDF Layout in WebMapper:

   • PDF Layout will not support at target side. So, it will show an alert message as "PDF Layout is not supported at target side." whenever user check PDF Layout at target side.