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PDF Generation

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LearningBuidler supports generating PDFs in the following ways:

Type

Description

Entity PDF

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

Template Attribute PDF

Uses the Template Attribute to produce a template. Can be shown on an entity view. Often used to display a certificate on the profile page or on the learning plan card.

Member Search PDF

Used a custom ASPX page on the file system and can be exposed as a downloadable PDF from the member search results such as a public in internal verification page.

Workflow Instance PDF

Complete downloadable and printable representation of a workflow, including all uploaded documents, and data from activity container attriibutes.

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.)

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

Certiificate Print

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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Accessable from Workflow Form

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Accessable via Template Attribute - useful to display anywhere an attribute can be displayed.

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Accessable via Entity View - useful to display a PDF Certification on the Account Profile page.

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Accessable via Workflow Quick Action

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Accessable via LPI Activity Card

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Accessable via Member Search Results

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Accessable via Public Link

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Accessable via Emailed Link

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Accessable on Profile Page / Area

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Includes Uploaded Document(s)

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Can be Printed

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Can be Batched for Printing

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Configuration Location

SysAdmin Area

Template Attribute Editor

ASPX File on Server

Entity Views

Attribute Editor

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