![]() The best way to test the PDF template in PeopleSoft is with from within the PeopleSoft Application in the BI Publisher Report Definition.Ĭreate a BIP Data source with your sample XML File Unlike BI Publisher Desktop, Adobe Acrobat Pro does not have a test facility which combines the PDF Template with a sample XML File to test the document. XML Sample File PeopleSoft BI Publisher Report Definition Spending the time creating a good XML source before doing any work on the PDF template pays dividends. This file is used for defining box names and template testing.īI Publisher maps exact matches between XML Tag Names and PDF Box Names. Extra Data Boxes removed Testing PDF Templates Sample/Test XML FileĪ valid sample XML File needed to build a PDF template. Remove all the fields from the document that you do not plan on mapping in BI Publisher. However, many times there are extra fields in locations that will not be populated or the wrong type of field. Prepared Form with Data BoxesĪdobe is fairly good at finding all the form fields you need on your document. Once your document is in the correct version, the next thing to do is use the “Prepare form” tool in Adobe Acrobat Pro.Īdobe will analyze the document and create form fields. Your PDF template is now in the correct version for BI Publisher Remove Unnecessary Form Fields Change the “Make Compatible with:” drop down to “Acrobat 5.0 and later”.Click on the “Settings” button at the bottom.Change “Save as Type” to “Adobe PDF Files, Optimized (*.pdf).Change the file name to something different as the original file. ![]() Print the PDF form to a new PDF document saved on your system.Īfter printing, convert that document to Adobe Acrobat 5.0 for use with BI Publisher. You probably have one of these already installed in your system. The best way to remove all these incompatible features is to print the form using a PDF Printer driver. Additionally, many official PDF forms are locked through security to prevent changes. It cannot use a template with the modern JavaScript, or any other form of automation or security. PDF Template Preparation Convert to Acrobat 5.0īI Publisher can use PDFs that are Acrobat Version 5.0 compatible. This is not included with your PeopleSoft implementation. To create and maintain PDF Templates for Publisher, you will need a licensed copy Adobe Acrobat Pro. They come close, but usually fonts, logos, and boxes are not quite right.īI Publisher PDF templates allow us to print on the actual published form. There are software packages that claim to convert PDFs into Word docs, but, as of this writing, none of them provide perfect facsimiles. The report would be unacceptable.Įxactly recreating a PDF Form as an RTF document is possible, but time consuming. Changing the form to suit our business needs would render the form invalid and out of compliance with a published standard. Many times, we don’t have the option to change the layout of a report such as in an official government form. ![]() PDF Templates Documentation Why Use PDF Templates The Oracle Middleware links have better detail on how to make a PDF template were the PeopleBook link has more information about workflow and special capabilities Oracle Docs Middleware: PDF Templates Here are some links to Oracle’s more detailed documentation on PDF Templates and BI Publisher. You have this ability in house with BI Publisher. This also eliminates the need for third party services that do nothing more than take your data and place it on approved government forms. The savings in time and resources can be enormous. Some of these forms are business or industry related while many of them are official government forms.īI Publisher enables your system to populate data on the actual PDF form instead of creating and maintaining a separate, custom versions of that form as an RTF template. PT3_032_PDF_Template_Demo_Objects Download OverviewīI Publisher can populate PDF Forms with information from your database.
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