PDF SharePoint and Nintex Workflow Integration
A lot of our valued customers are also users of Nintex Workflow 2010. Both products are quite flexible and have enough accessibility to be working together with just a few configuration changes advised: Step 1. Go to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\WebServices\PdfForms.Services Step 2. Open web.config with text editor Step 3. Add following lines to <authorizedTypes> node. <authorizedType Assembly="Nintex.Workflow, Version=1.0.0.0, Culture=neutral, PublicKeyToken=913f6bae0ca5ae12" Namespace="Nintex.Workflow.*" TypeName="*" Authorized="True"...
read moreSetting custom PDF form filenames
Based on a number of request from our valued customers we decided to post this quick how-to guide on how to define your own naming schema for the newly created PDF forms by combining environment specific or form runtime values dynamically. Step 1. In Form Designer use On Submit event to insert Custom Script before Save Form action: Step 2. Then add the script with the naming logic like the following: //set pdf file name based on some input values form.FileName = “request_” + data.resolveNode(“LastName”).value + “_” +...
read morePopulating drop-down field with data from SharePoint list
This guide describes the steps to populate values for the selection in a drop-down field in PDF form with data from the SharePoint list. Step 1: Open PDF Forms Designer and create your PDF template. For this tutorial we’ve prepared one, with “DropDownField1″ drop-down field: Step 2: Add custom server side “Form Load” script where we can define values for the selection in the dropdown. In the following example we will fill-in the dropdown values for the “DropdownSource” data field using predefined separator: ...
read moreSaving PDF Form data to a specific SharePoint List
There are numerous cases when we already have SharePoint Lists that contain some data. But how do we create a PDF form that will save all form field values to this specific List? Quite easily actually: Step 1: Prepare a list. For this example, we have prepared Custom List called “custList” with text field called “Field1”: Step 2: Design form in PDFSharepoint Designer Step 3: Open “Form Submit” Rules and add “Execute script” action. Here is script example: try{ SPListItemCollection listItems = currentWeb.Lists["custList"].Items; SPListItem item =...
read moreAdvanced: PDF Form population via External List custom action
This article is step by step guide how to populate PDF forms with data form External list. For the purpose of this guide, we have prepared the following External Content Type: (Click on the image to view it in full size) Assuming “ADDRESS” field is unique, we can identify an External list item through that field. Step 1. Prepare template with custom server “Form Load” action. Add the following script to a “Form Load”event: try{ if(form.IsNew()){ string key = form.GetQueryParam(“itemID”); string entityNS = “http://pdemo”; string...
read morePDFSharePoint and Reader Enabled PDF forms functionality
The new version of PDFSharePoint 2.3 now supports Adobe’s “Reader Extended features” functionality. This allows for PDFSharePoint forms to be opened in free Adobe Reader and features such as digital signatures, file attachments, and comments are available for Adobe Reader users. A Reader extended form can also be accessed outside SharePoint and form data can be saved offline before synchronizing it back with SharePoint. All that is required to enable the feature is full Adobe Acrobat Pro 9 or Adobe Acrobat X Professional edition during the design of PDF form template. It is important to...
read moreAdvanced: How to automate PDF Forms fields to contain preset information
PDF SharePoint provides Web Services that allow to retrieve and update PDF forms data and template. This guide describes how to create simple console application to work with PDF SharePoint Web Services. Please note that this guide is intended for advanced users. Preparations 1. Add service reference. Use the following web service url: http://yourSiteName/_vti_bin/PDFForms/PDFForms.svc/MEX Replace “yourSiteName” with the proper site name. When using it as reference we should add “/MEX” at the end. Remove “/MEX” if used in code. 2. Get service client. This code will...
read moreIntermediate: How to operate with PDFSharePoint document permissions
Is it possible to create a PDF Form that will be hidden for all users, except the user that submitted it? PDF SharePoint provides special mechanism to operate with document permissions in runtime. Follow this step-by-step guide to assign such permissions: Step 1: Prepare a group containing all users that have access to your Document Library. In this case it is called “Customers”. Step 2: Open PDF Forms Designer and prepare simple PDF template: Step 3: Now we need to add custom server action; for this tutorial we will use Server Submit rules: Step 4: Use “Set SharePoint...
read moreIntermediate: How to add SharePoint Document ID and Version to PDF form
Recently one of our customers wanted to display SharePoint document version and document ID in his PDF form. There is a simple way how you can do it with PDF SharePoint. First of all, we prepare a simple template for this case; it contains two read only text fields where we will put SharePoint document id and document version value. Next, we need to add custom server script, for this I will use Server On Load rules. Here is script itself. if(!form.IsNew()){ //first we need to check if form instance is new, because unsaved form does not have version and ID...
read moreError: “The sandboxed code execution request was refused because the Sandboxed Code Host Service was too busy to handle the request”
This week we were helping one of our customers to resolve issue with sandbox deployment. The customer uses PDF SharePoint “WSP deployment” feature and was unable to activate sandbox solution. For those, who do not know what “WSP deployment” feature is, I recommend to check the following blog article: http://www.pdfsharepoint.com/deployment-of-pdf-template-as-sandboxed-wsp-solution/ During the activation of WSP package in Solution Gallery (right now we are talking about Sandbox solutions), the following error consistently presented itself. “The sandboxed code execution...
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