Illustrated in the below image is a flow where the Record Generator is used with empty data. A PDF Writer step is used to create a PDF document. The Combine step is used to combine records into a single output. A Run File destination step to deliver an output file that can be downloaded.
The Record Generator source step is shown in the image below. This will be referenced in the Word Writer step.
Adding a PDF Writer Step
To add a PDF Writer step in a flow, follow the below instructions:
1. Click on the highlighted icon as shown in the below image.
2. The below page will appear. Select or search for a Writer step to pull out the source data. Click on the Writer tab and select PDF as shown in the image below.
Configuring a PDF Writer Step
Illustrated in the below image is the configuration that is available in the PDF Writer step.
There are separate sections that are similar where the required data is typed as shown in the above image.
Record Template section – HTML template for all the PDF data. This section is compulsory to use the Word writer step. There are a variety of formatting options available to modify the document. In addition, there is an option to have Code View which will show the HTML coding used to write the document.
Header Template section – HTML template for the PDF header.
Footer Template section – HTML template for the PDF footer.
PDF Options section
The configuration properties of the PDF that will be created.
Title field – The PDF title.
Subject field – The PDF subject.
Keywords field – The PDF keywords.
Author field – The PDF author.
Enable Bookmarks checkbox – To enable automatic bookmark creation. The checkbox is not selected by default when the PDF Writer step is added.
Enable Hyperlinks checkbox – To enable hyperlinks. The checkbox is not selected by default when the PDF Writer step is added.
Autogenerate Table of Contents checkbox – To enable automatic generation of the Table of Contents. The checkbox is not selected by default when the PDF Writer step is added.
Add Creation Date checkbox – To add a creation date for the PDF. The checkbox is not selected by default when the PDF Writer step is added.
Owner Password field – Specify the password needed to be able to view the PDF if required.
User Password field – Specify the password needed to be able to view or modify the PDF if required.
Page Options section
The page configuration for the PDF.
Format – The letter format to use. Select the required format from the drop-down list. The A4 format is selected by default when the PDF Writer step is added.
Orientation – The page orientation. Select Landscape or Portrait. Portrait is selected by default when the PDF Writer step is added.
Margins – The page margins. Set for Top, Right, Bottom and Left.
Break and Merge checkbox – To break the PDF into smaller chunks and merge the result. This is helpful for large HTLM files that cannot be processed. This is not selected by default when the PDF Writer step is added.
Callback URL – Posts the PDF to the provided URL. If the URL is provided, the PDF file will be posted and not be available for download in Synatic.
Batch Size – The size of a batch to generate in a single PDF.
Using a PDF Writer Step
The image below illustrates the data in the PDF step in Code View mode. Highlighted is how a field can be referenced as a record in this step.
The Run File step is shown below. The File Type has been selected as PDF.
Viewing the created PDF file
1. Click the Execute Flow button shown in the image below:
2. Click the Create Run button.
3. Once the run has completed successfully, click on the processed run and then click the download button on the Run File step to download the output file as highlighted in the image below.
The image below shows the PDF file that was created.
