For the managed package runtime, populate a PDF with Omniscript data using the PDF Action.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
The PDF Action is not supported in IE 11 browsers. Edit block doesn't support this action.
Beginning Spring ’22, enable older PDF viewers to display text fields
in a PDF element using the appearance object property. By default, the useAppearanceObject is undefined. To enable, add
"useAppearanceObject": true in the JSON editor of the PDF
Action Properties pane.
PDFs larger than 250KB generate slowly. PDFs larger than 1MB can take several minutes to generate and sometimes time out.
Before You Begin
- From the Omniscript Designer, drag the PDF Action to the Omniscript.
- From the Properties pane, in Document, select your PDF document.
-
(Optional) Attach the PDF to a parent record by taking these steps:
- For Attachment Name, name the attachment.
- For Attachment Parent Id, provide the id of the attachment's parent record id.
- In the Send Transformations section, from the PreTransform Data Mapper Interface picklist, select the Omnistudio Data Mapper that you created in Create a Data Mapper Interface to Map an Omniscript to a PDF.
- Select Read Only to make the filled PDFs read-only.
-
If necessary, change the default date and time formats.
Note
Use moment.js formatting. If left blank, the defaults are Time Format: h:mm a, Date Format: MM/DD/YYYY, Date Time Format: MM/DD/YYYY h:mm a.
- Exclusive to the Classic Designer, if you bypass the redirect page, the filled PDF file will be open in a separate tab. Specify a display height and width for the dimensions of the tab. If you do not see the fields being filled until you click into them, you may need to disable the "Highlight Existing Fields" option in the Adobe Acrobat preferences.
- Launch the form in Preview mode, and fill out each field that should map to the PDF.
- Check the PDF to confirm the mappings are correct.