PDF Templates

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

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
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: How to set up an Entity Template / Workflow Completion Certificate
Credential Verification	These PDFs are displayed on the Credential Verification page.
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.

All PDF templates except the Credential Verification template can be edited in the SysAdmin area under App Configuration->PDF Templates.

The Credential Verification template is updated in this file:
src\web\Areas\Public\Views\PractitionerLookup\Detail.ascx

If you are looking for this file for a given client in UAT, the file path is W:\web\CLIENT\UAT\CURRENT\web\Areas\Public\Views\PractitionerLookup
Replace “CLIENT” with your Client’s acronym
An Engineering Support ticket will be needed to deploy the changes

In order to create of update a PDF template, you need to create a Support Ticket.