Last activity: 20 Mar 2023 9:23 EDT
Ask the Expert - Pega and PDFs with Rahul Bojanapally and Sangeeta Kottilinga
Join @RahulBojanapally and @SangeetaKottilinga in this month's Ask the Expert as they answer all of your questions on PDFs with Pega!
Session dates 6 March - 17 March.
Make sure to Follow and Favorite for updates!
This session will open for questions on 6 March.
Meet Your Experts:
Hi, my name is Rahul and I am a Senior Software Engineer in Pega User Experience. I joined Pega in March 2020 and I've worked on Optimized Tables, PDF generation & Constellation UI Components Orchestration and Authoring.
Sangeeta is a software architect, working with designing and implementing multiple features across UI tribe. She is also a SME for multiple UI features like Optimized table, PDF generation, constellation widgets like Follower, FIle Utility etc. She has been with Pega for more than 8 years and has an overall experience of 12+ years.
Message from Your Experts:
Hi everybody! We are excited to interact with you and answer your questions on various PDF generation capabilities in Pega and are happy to help you get a better understanding of it.
Our March Ask the Expert session is now open for your questions!
Ask the Expert Rules
- Follow the Pega Support Center's Rules of Engagement
- This is not a Live Chat - @RahulBojanapally and @SangeetaKottilinga will reply to your questions over the course of the session
- Questions should be clearly and succinctly expressed
- Questions should be of interest to many others in the audience
- Have fun!
Rulesstack Private Limited
Thanks, @MarissaRogers , @PoojaGadige for these open questions!
@RahulBojanapally , @SangeetaKottilinga. How do we restrict a few pages in a pdf document (assume paid content)?
Is there any OOTB functionality to achieve this requirement?
@Mohammad Ravoof we don't have any OOTB config for it.
Bits in Glass
@MarissaRogers For generating high quality professional pdfs from Pega, Do we always need to go with custom html and css or this can be achieved with ootb section without much css customization. Also, if you can suggest us how we should design a common component which can used for pdf generation across the organization.
I do understand that we a have a component in marketplace - Document Content Engine
@MandeepRawat We recommend to go with custom HTML & CSS . Though it is possible to generate PDFs from Pega using OOTB section configuration without much CSS customisation, sometimes there can be issues related to performance or difference in the PDF output to what we see on section UI. Another option that we would recommend is to use section UI along with pxCompactStylesForPDF.css styles (need to set DSS for useCompactStylesForPDF as true) which contains minimal styles to generate PDF and if further customisation is needed there is a py rule called pyCompactStylesForPDF.css where new styles can be added which will be automatically added when the above mentioned DSS is set to true.
@MandeepRawat Regarding the common component , we can create one as per our requirement , that can take section(OOTB/custom) with styles (as per need ) as input and generate the PDF.
We do have PDF smart shape.
State of California - Franchise Tax Board
@MarissaRogers Would it be possible for you to link an example of generating a pdf with a header and footer?
Updated: 7 Mar 2023 1:12 EST
@Mandaris please refer this link which has sample for setting pdf footer : https://support.pega.com/question/display-footer-pdf
What needs to be done is :
- Create header and footer HTML templates.
- Set the respective names to param.pyPDFHeaderHTMLTemplate and param.pyPDFFooterHTMLTemplate params as shown in above link before calling the HTMLToPDF activity.
You can also refer pyPDFSettings data transform for more pdf settings.
@MarissaRogers We have a new requirement came we need to implement soon, and I am uncertain if that is supported in any way by the standard OOtB PDF generation options, and so far I was unable to find related articles on Pega forums. We have to produce PDF A/3 with an XML attachment inside.
Do you have a recommendation/sample code fulfilling such a requirement?
@GaborA96 for generating pdf with A3 page size please set param.pyPDFPageSize to 'A3' in propertySet step before calling OOTB HTMLToPDF step. We support page sizes of A0, A1, A2, ... till A10, LETTER and LEGAL .
@MarissaRogers there is a specific requirement from client to convert .eml file to pdf. Do we have any OOTB features available to achieve this solution. Additional details below.
- Email listener is configured to listen to customer emails
- Save original email (in EML format) is selected to store the email.
Requirement is to convert this EML file to pdf. Currently I don't see this can be achieved using pdf utils. Keen to understand your view on this.
Updated: 9 Mar 2023 2:13 EST
@kothj Pega uses a 3rd party library 'pd4ml' for generating PDFs and it supports only converting html stream to PDF . You may try to find a way to convert the .eml to html stream and then use that html stream with OOTB pdf generation activities to generate the PDF.
Do we have any OOTB option to protect the generated PDF/Eform with a password instead of going with our custom java code?
@RaghavenderReddyL we don't have any OOTB option to generate a PDF with a password.
Commonwealth Bank of Australia
Hi @RahulBojanapally @SangeetaKottilinga ,
We have built an eForm which has one of the field using different font style - 'Brush Script MT'. When we generate the pdf 'Brush script MT' font style is not being shown in the generate pdf rather the default font style is shown.
Can you suggest few options here to resolve ?
As part of initial analysis and fix:
- Created binary file and uploaded .ttf file related to Brush script MT font family and added CSS file in the skin.
- Tried to Generate PDF
This didn't help.
Open to suggestion. TIA
@VinayBasudhe are you using htmltoPDF activity to generate the PDF.
Hi @RahulBojanapally and @SangeetaKottilinga, Is there any solution to convert a generated word document within pega to pdf and save it as pdf file once it's generated ? do you think it would be possible to have this OOTB feature in pega 8.X ? Thank you. Jihed DEROUICHE
@D.Jihed we don't have any OOTB way to convert word to PDF. we will evaluate this feature.
Thank you to everyone who took part in our Ask the Expert session on PDFs with Pega and especially to our experts @RahulBojanapally @SangeetaKottilinga .
If you have any further PDFs with Pega questions, you can ask a new question and make sure to tag it with the User Interface capability tag so our experts will be notified and can come help you out!
Keep an eye on our Ask the Expert homepage for our upcoming sessions and set up notifications for the Support Tag "Ask the Expert" to be alerted when new sessions begin!