PDF Generation
- Documentation
- Christopher Butcher
- Seth Petry-Johnson
This page lists the different features that can generate PDF files.
See also: https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/2574581922
LearningBuilder supports PDF generation through multiple features.
Type | Description |
|---|---|
Entity PDF | Displayed via the “Open PDF in New Window” Workflow Action. Commonly used for Activity Completion Certificates. Managed in Sys Admin → App Configuration → PDF Templates See: |
Template Attribute PDF | Uses the Template Attribute to produce 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 View Learning Plan page. Managed in Admin → Workflows See https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/1664385029 |
Member Search PDF | 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) This is deprecated and will be removed in a future release. |
Printable Summary 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. |
Upload PDF | Supported document 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. |
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 |
|---|---|---|---|---|---|---|
Custom Look - allow custom HTML and images to produce a high quality certificate. |
|
| ||||
Based on Entity Views - requires no coding to configure but format is rigid. |
|
|
|
|
| |
Accessible from Workflow Form |
|
| ||||
Accessible via Template Attribute - useful to display anywhere an attribute can be displayed. |
|
|
|
| ||
Accessible via Entity View - useful to display a PDF Certification on the Account Profile page. |
|
|
|
| ||
Accessible via Workflow Quick Action |
|
|
|
| ||
Accessible via LPI Activity Card |
|
|
|
|
| |
Accessible via Member Search Results |
|
|
|
| ||
Accessible via Public Link |
|
|
|
| ||
Accessible via Emailed Link |
|
|
|
|
| |
Accessible on Profile Page / Area |
|
| ||||
Includes Uploaded Document(s) |
|
|
|
| ||
Can be Printed | ||||||
Can be Batched for Printing |
|
|
|
|
| |
Configuration Location | SysAdmin | AppConfig | PDF Templates | Template Attribute Editor | ASPX File on Server | Entity Views | Attribute Editor | Add-on Feature (Admin>Print Queue) |