Generate PDFs
- Steve Ross
- Christopher Butcher
- Seth Petry-Johnson
This entry describes the areas we can use LearningBuilder to render PDFs of important documents that combine a viewable template and underlying LearningBuilder data.
LearningBuilder supports generating PDFs in the following ways:
Type | Description |
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Entity PDF | Custom formatted PDF, one or more pages, that can be accessed via a workflow quick action, emailed as a publicly sharable link. Commonly used for Activity Completion Certificates. (See PDF Templates and How 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. Often used to display a certificate on the profile page or on the learning plan card. (See https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/1664385029) |
Member Search PDF | Used 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 PDF | Complete downloadable and printable representation of a 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 Printable Workflow Summary ) |
Upload PDF | PDF representation of any document uploaded into the upload attribute for which the document type is support (ex. Word, Excel, Jpg, Gif, Png, etc.) (See Upload Attribute) |
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.
Feature / Type | Entity | Template Attribute | Member Search | Workflow Instance | Upload | Certificate Print |
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Custom Look - allow custom HTML and images to produce a high quality certificate. |
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Based on Entity Views - requires no coding to configure but format is rigid. |
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Accessible from Workflow Form |
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Accessible via Template Attribute - useful to display anywhere an attribute can be displayed. |
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Accessible via Entity View - useful to display a PDF Certification on the Account Profile page. |
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Accessible via Workflow Quick Action |
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Accessible via LPI Activity Card |
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Accessible via Member Search Results |
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Accessible via Public Link |
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Accessible via Emailed Link |
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Accessible on Profile Page / Area |
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Includes Uploaded Document(s) |
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Can be Printed | ||||||
Can be Batched for Printing |
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Configuration Location | SysAdmin | AppConfig | PDF Templates | Template Attribute Editor | ASPX File on Server | Entity Views | Attribute Editor | Add-on Feature (Admin>Print Queue) |