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PDF

These actions allow you to interact with PDF files in various ways.

Actions​

Read PDF Form​

With this action, you can read a fillable PDF form – i.e., a PDF with interactive controls.
The following configuration options are available:

  • PDF file:
    Here you must define the file to be read at runtime using a placeholder. This can be, for example, a file uploaded in a form, or an email attachment.
  • PDF fields:
    Here you must upload a sample file once so that linqi can read the available fields. Once you have uploaded a file here, the available fields are displayed along with their data type.
    These fields are then available as placeholders.
  • Enable error output:
    As soon as you activate this switch, you can catch and process errors.

This action provides the following placeholders:

  • PDF fields:
    Each field is subsequently available as a placeholder. The type of the placeholder (text, date, etc.) depends on the data types of the fields in the PDF document.

Generate PDF Export​

This action generates a PDF document, which you can subsequently reuse in various places via placeholders. For example, you can upload the document to SharePoint or attach it to an email. As a basis for this, you must generate a document template.
You must specify the following values as configuration:

  • Document Template:
    Here you must select the document template that will be used as the basis for the PDF document.
  • File name:
    Via this configuration, you specify the name of the generated PDF file. The .pdf file extension is automatically appended.
  • Compression:
    This option is particularly helpful if you insert photos or similar into the PDF, as it allows you to compress the images and thus obtain a smaller file in the end.
  • Export type:
    If you use the standard template, you can determine here whether you want to export all process steps or only specific forms.
  • Select forms:
    If you only want to export specific forms for the standard template, you can select the forms here. Only these will then be included in the export.

This action provides the following placeholders:

  • Generated file:
    This placeholder references the generated PDF file.

Merge PDFs​

With this action, you can merge two or more PDF files into one file.
The following configuration options are available:

  • File name:
    Here you determine the name of the new file resulting from the merger of the PDF documents.
  • First file:
    Using this placeholder, you define the first file for the merge. This will be placed first in the new document.
  • Second file:
    Using this placeholder, you define the additional file(s) for the merge. These will be placed sequentially after the first file in the new document.
  • Enable error output:
    As soon as you activate this switch, you can catch and process errors.

This action provides the following placeholders:

  • Merged file:
    This placeholder references the new, merged PDF file.