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PDF Integration

Platform: Sales and Service | 1 Comment 10.18.2009   sagarkale User_comment

Community Rank: 4.0  |  Total Votes: 1

Epiphany Service is integrated with MS Office documents which is a great feature. This functionality uses ActiveX control to merge word templates with the data. The advantage is users can edit before printing it.

One of our client has requested if these can made non-editable like in the case of PDF. Unfortunately, since merging happens client PC, it can not be achieved.

So I was wondering if Infor provides or anyone has tried to build PDF generation/integration module?

10.19.2009   Jason Ihaia Oe-admin

G’Day Sagar,

I have produced quotes in PDF form, serving the result through the browser and storing a copy as a version against the quote.
Where yours differs of course is that you are initially performing a merge into a Word Template prior to requiring the need to generate the PDF.
This could be possible on the server-side, but would require a little thought. Once performed, you could convert to PDF etc. and serve up the result. This is somewhat predicated on the OS of the application server and familiarity with some of the Office components etc.
Given your client has no need to have the document in editing format, I personally would do away with the Word Template and opt for a different templating engine where you can push the data into on the server-side. Pushing to PDF would therefore be straight forward and your goal would be achieved. If there is an emotional attachment to the Word Template, then as I said, it can be done server-side with a little design work.

I do agree this would be something that everyone could benefit from if pushed to the platform. The ability for the system to generate default PDF outputs based on the form from which it was initiated would be a good first start. Ideally, developers/admins could associate additional templates to provide friendlier/sophisticated output more suitable to end-user needs.

Perhaps you can provide some more details about environment etc. to better direct you.

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