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PDF Templates

PDF Templates

This page talks about the PDF Templates managed via Sys Admin → App Config → PDF Templates.

For information about other features that generate PDFs, see PDF Generation

LearningBuilder has the ability to render certain information in the form of a PDF template.  The types of templates supported are:

Template Type

Description

Template Type

Description

Entity Templates

These PDFs can show any information about an entity.  This could be an Invoice for a Course, a Completion Certificate, a Score Report, etc.

A link to the PDF can be shared via an email generated from a workflow using the Send an Individual Email Behavior or the Send a Group Email Behavior.  To do this you must include the following in the email template:

${@model.UrlForPublicTemplate(Entity_Template_ID)}

where Entity_Template_ID is the ID from the ENTITY_TEMPLATE table (not the PDF_TEMPLATE table). 

Training materials:

How to set up an Entity Template / Workflow Completion Certificate

Stored in PDF_TEMPLATE with a type of “ENTITY_PDF”

Payment Receipts

These PDFs show information about the payments.  They are available on the Payment History and Refunds page and on the Payment Confirmation page.

Stored in PDF_TEMPLATE with a type of “PAYMENT_RECEIPT”

Workflow Completion Certificates

These PDFs are a special case of an Entity Template.  It is automatically displayed next to workflows that are completed successfully.  They are often used as a Activity Approval certificate on Create Activity Workflows, Course Completion Certificates on Complete Activity Workflows, and Credential Certificates on Member Role workflows.

Training materials:

 

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