Versions Compared

Version Old Version 6 New Version 7
Changes made by

Seth Petry-Johnson

Seth Petry-Johnson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

LearningBuilder supports PDF generation through multiple features.

Type

Description

Entity PDF

Custom formatted PDF, one or more pages, that can be accessed via a workflow quick action, emailed as a publicly sharable link

Displayed via the “Open PDF in New Window” Workflow Action. Commonly used for Activity Completion Certificates.

(See

Managed in Sys Admin → App Configuration → PDF Templates

and

SeeHow to set up an Entity Template / Workflow Completion Certificate

)

Template Attribute PDF

Uses the Template Attribute to produce

a custom formatted PDF. Can be shown on an entity view.

an HTML document that is converted into a PDF.

Often used to display a certificate within an Entity View or from the Learning Plan Card on the

profile page or on the learning plan card. (

View Learning Plan page.

Managed in Admin → Workflows

See /wiki/spaces/DOCS/pages/1664385029

)

Member Search PDF

Used

Uses a custom ASPX page on the file system to create a custom formatted PDF that can be downloaded from the member search results such as a public or internal verification page. (See Credential Verification)

Workflow Instance

Note

This is deprecated and will be removed in a future release.

Printable Summary PDF

Complete downloadable and printable representation of a

workflow

Workflow, including all uploaded documents, and data from activity container attributes based on an entity view. Format cannot be customized but content can be configured.

(Included in Release 10.8

See Printable Workflow Summary

)

Upload PDF

PDF representation of any

Supported document

uploaded into the upload attribute for which the document type is support (ex. Word, Excel, Jpg, Gif, Png, etc.) (See Upload Attribute)

types uploaded through the Upload Attribute can be converted and viewed as a PDF.

Certificate Print PDF

Allows program administrators to construct multiple types of documents using HTML templates and to configure which documents should be mailed out in response to which business events. Additional staff manage the print queue itself, printing the physical documents, mailing them out, and then tracking their status in the system.

(

See Certificate Printing

)

Each of the different PDF generation methods supports various methods for access, customization, and usage. The chart below maps out how they are similar and different.

...