Creating a PDF Layout using Layout Builder

In Adeptia Connect, you can create a PDF layout by using the Layout Builder. Once you have the PDF layout ready, you can use that in your custom Templates or Transactions at the source side only. A PDF Layout can also be created from within a custom template, transaction, and Process Designer. 

This page contains the step-by-step instructions to create a PDF layout from an unstructured PDF file. You'd need to follow the instructions in the following order:

Complete the following steps to create a PDF Layout:

1. Click Configure > LAYOUTS > PDF
2. On the PDF manage page, click Create PDF Layout.
   
   

Creating a Table Section

1. Enable Table Selection mode (if not enabled).
   
2. Select any row from the File View area. 
3. Right-click the selected row, and click New Table.
   As you click New Table, a Table Data window opens.
   

4. On the Table Data screen, mark a field as a Unique Key by selecting its corresponding checkbox. 

   Unique Key helps you to split data into different records.
5. In the Table Name field enter the name of the table.

6. Select Start Token Identifier check box.
   

   Start Token Identifier helps you to define a value as the starting point of the table.

   As you select the Start Token Identifier check box, you'll be redirected to the Table Selection Enable screen.

7. Select a field to identify the start of the table.

8. On the Table Data screen, select End Token Identifier check box.

   End Token Identifier helps you to define a value as the end point of the table.

   As you select the End Token Identifier check box, you'll be redirected to the Table Selection Enable screen.

9. Select a field to identify the end of the table.

10. On the Table Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.

    Property Name	Description
    Skipped Table Header Row	Select or enter a row number if you don’t want to include its data in the table.
    Skipped Page Header Row	Select or enter a row number if you don’t want to include its data in the table.
    Format	From the Format menu, choose Single Page Header option if you wish to have the table header only on the first page. You can choose Multi Page Header option to get the table header on all the pages.
    Parent Table	From the Parent Table menu, choose a table that you want to specify as parent table.
    Read All Data	Select the Read All Data checkbox if data of the table lies outside the table.
    Single Line Value	Select the Single Line Value checkbox if you you want to have the values in each cell to be in a single line
    Table Info Required	Select the Table Info Required checkbox if you want any additional information to be picked up and displayed in table.
    Allow Less Field	Select the Allow Less Field checkbox to read the table section data even if the number of columns in the sample are less than what you have defined.
    Allow Discontinuous Order	Select Allow Discontinuous Order checkbox to make sure that the table data is read from the columns irrespective of the column's exact location.
    Allow Dynamic Table Header	Select Allow Discontinuous Order checkbox to make sure that the table data is read from the columns even if the column names are partially different across the files.

11. Click Save.

Creating an Active Key Value Section

1. On the Key menu, select Active Key Value Section.
   
2. Select the key first and then the value.
3. Right-click the selected key-value pair, and then select Key Value Section.
   
   
4. On the Section Data screen, in the Section Name field, enter the name of the section.

5. Select Start Token Identifier check box.

   Start Token Identifier helps you to define a value as the starting point of the section.

   
   

   As you select the Start Token Identifier check box, you'll be redirected to the Key-Value Selection Enable screen.

6. Select a field to identify the start of the section.

7. On the Section Data screen, select End Token Identifier check box.

   End Token Identifier helps you to define a value as the end point of the section.

   As you select the End Token Identifier check box, you'll be redirected to the Key-Value Selection Enable screen.

8. Select a field to identify the end of the section.

9. On the Section Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.

   Property Name	Description
   Keep EndToken	Select Keep EndToken checkbox to make sure that the End Token is also parsed.
   Single Line Value	Select Single Line Value to have the values lying in the single line of all the key values.
   Table Section Type	From the Table Section Type menu, choose Sub Table Section or Table Section based on the type of Table Section.
   Parent Table	From the Parent Table menu, choose a table that you want to specify as parent table.

10. Click Save.

Creating an Active Fixed Section

1. On the Key menu, select Active Fixed Section.
   
2. On the Fixed Selection Enable screen, select a value.
3. Right-click the selected value, and then select Fixed Section.
   
4. On the Section Data screen, in the Section Name field, enter the name of the section.

5. Select Start Token Identifier check box.

   Start Token Identifier helps you to define a value as the starting point of the section.

   
   
   As you select the Start Token Identifier check box, you'll be redirected to the Fixed Selection Enable screen.

6. Select a field to identify the start of the section.

7. On the Section Data screen, select End Token Identifier check box.

   End Token Identifier helps you to define a value as the end point of the section.

   As you select the End Token Identifier check box, you'll be redirected to the Fixed Selection Enable screen.

8. Select a field to identify the end of the section.

9. On the Section Data screen, expand the Modify Properties for advanced options. Refer to the properties and their description in the table given below.

   Property Name	Description
   Keep EndToken	Select Keep EndToken checkbox to make sure that the End Token is also parsed.
   Single Line Value	Select Single Line Value to have the values lying in the single line of all the key values.
   Table Section Type	From the Table Section Type menu, choose Sub Table Section or Table Section based on the type of Table Section.
   Parent Table	From the Parent Table menu, choose a table that you want to specify as parent table.

10. Click Save.

Viewing, and downloading the XSD and XML files of the PDF Layout

• You can view the XSD file of the PDF Layout by clicking the icon. You can also download it by clicking the download buttonat the top-right corner.
  
• You can view the XML file of the PDF Layout by clicking the icon . You can also download it by clicking the download buttonat the bottom-left corner.
  

Using a PDF Layout in a Process Designer

You can use a PDF Layout in the Process Designer while creating a Process Flow by following the steps given below:

1. In the Process Designer, open Repository View by clicking the icon.
2. Expand Layout (Schema), and then PDF.
3. Drag and drop the PDF Layout in the canvas area.
   

Editing an existing PDF Layout

To edit an existing PDF Layout, follow the steps below:

1. Click the Action iconcorresponding to the PDF Layout to be edited.
2. Click Edit to open the PDF Layout in the Layout Builder.