Question
Infosys
IN
Last activity: 29 Jan 2024 5:18 EST
Generate the Editable PDF where user can edit few fields in the generated PDF
Hi All,
I have a requirement to generate the pdf and send the pdf to user. The user opens the pdf and changes few fields in the pdf ex: Lets say he wants to change his home address. He changes in the pdf and sends back to pega.
How to genearate an editable pdf where few of the fileds are editable? and how to monitor if user has changed the fields and sent back to pega?
to create an editable pdf I tried with Eform and uploading it to pega Infinity 23. I created Eform through docfly pdf creator, but in this docfly i cannot create the table and the business given pdf format.
Pls let me know if there is any solution.
***Edited by Moderator Rupashree to add Capability tags***
Accepted Solution
Updated: 29 Jan 2024 5:53 EST
Pegasystems Inc.
GB
@DeepaP16637747 please use a PSC search to see similar solutions and OOTB limitations:
How to update fields in editable PDF using PDF connector
To generate an editable PDF, you can use the EForm Creation feature in Pega Infinity. You can upload your smart PDF form via the EForm Wizard, select the class for the PDF, and map the fields to properties from your case. If you're unable to create a table with Docfly, you might need to use a different tool to create your PDF form.
As for monitoring changes, Pega doesn't inherently track changes made to a PDF after it's been generated and downloaded. You would need to implement a custom solution to track these changes, such as having the user re-upload the modified PDF and comparing it to the original version.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
@DeepaP16637747 please use a PSC search to see similar solutions and OOTB limitations:
How to update fields in editable PDF using PDF connector
To generate an editable PDF, you can use the EForm Creation feature in Pega Infinity. You can upload your smart PDF form via the EForm Wizard, select the class for the PDF, and map the fields to properties from your case. If you're unable to create a table with Docfly, you might need to use a different tool to create your PDF form.
As for monitoring changes, Pega doesn't inherently track changes made to a PDF after it's been generated and downloaded. You would need to implement a custom solution to track these changes, such as having the user re-upload the modified PDF and comparing it to the original version.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Create PDF/eForm with interactive features in template not working (e.g. bar code,
Infosys
IN
@MarijeSchillern Thanks for your reply.