Jump to content

exporting filemaker data into a pdf form


coolhandbr
 Share

This topic is 2628 days old. Please don't post here. Open a new topic instead.

Recommended Posts

In my experience, I had tremendous success building the layouts within Filemaker and then saving the result as a PDF. I have had issues where I needed to use government documents and needed to fill them in, but they were very complex and recreating them would not work. The best results, in that case, was scanning the actual document into the layout and then filling out the document by orientating the text fields throughout the document. I think the problem I see is that your trying to tie the data to a particular PDF. What happens if you have a large amount of specific PDF's? Do you change both Filemaker and the PDF  when changes are required to the document or keep all of the layouts within Filemaker?  

Link to comment
Share on other sites

  • Newbies

Thanks for your response! The main use of the form capabilities (dropdowns, bubbles, etc.) is for filling out additional data on these same forms outside of the office and outside of filemaker. Our forms are generated at the office and then sent to agents in the field, who then need to add additional information from their mobile devices. We could hand type all the information into the PDFs, but its much quicker and easier to use the form field data presets.

Link to comment
Share on other sites

I know this is probably a cost issues, but why not just input the information into a Filemaker layout on the tablets (FM-GO, Instant Web Publisher, PHP simple interface)? You could have all of the information you require, have an area for any new information and with a click of a button have a pdf generated document either locally or by email depending on the application and needs. 

 

It seems you want to fill out header information for a PDF and then have the agent fill out the data on site to complete the form. To me it sounds like information/data entry will be duplicated down the line as that data needs to get back to the system in some form. Why not put the data entry at the forefront and once they enter everything (FM on the tablet), they not only have a complete form, but also have performed the data entry for you. I would think this would be a better direction for a paperless process. Keeping all of the data on the database end makes it much easier to work with it in any direction you choose to pursue, but once it leaves the system it will require even more steps to get it back. 

Link to comment
Share on other sites

This topic is 2628 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

  • Similar Content

    • By Greg Hains
      Hi,
      I have a solution that requires technicians to have access to PDF Service Manuals on their iPads.  After much Googling and looking through various FM forums (including here), it appears that only the first page of a PDF hosted (in a container field) can be displayed and the user cannot scroll pages and read the PDF.  So would the best approach be to perhaps have the PDF files loaded onto the iPads and then have FM Go refer to them? It would certainly make file access quicker, but in my experience getting files onto the iPads is a pain in the neck, unless there was some way of installing the files onto the iPad's file system through the FM Go.
      Is the best (or only) way to do this through some sort of offline sync tool, or can it be done natively through Filemaker?
      If anybody has some ideas I'm all ears.  Thankyou.
      Greg
       
       
       
       
       
       
    • By MonkeybreadSoftware
      As you may know we have a great Optimize command for DynaPDF. You can use it on PDF documents in both FileMaker and Xojo plugins. Over time the command got more and more powerful and we like to write here about some of the features.
      In general the function rebuilds the content stream of all pages, templates, patterns, annotations, and form fields. This may remove errors in the content stream and produce a consistent document. 
      When you specify the flags, the default flag value (0) just rebuilds the content stream and fixes errors. You may specify "InMemory" to have changes made in a way, that the PDF is in memory and not flushed to the current output. Normally you may not notice the difference, but if you like to continue writing to the PDF, the memory flag is needed.
      Scale images
      The Optimize function can reduce the file size of PDF files. You can pass the ScaleImages flag and then all images are checked. You can define a minimum and target resolution for images. All pictures with at least the minimum resolution are checked. This avoids that we look on icons for example and only process pictures with a significant resolution. DynaPDF scales the images down to the target resolution and compresses them with the compression algorithm you specify, usually JPEG. If the final picture is smaller in size, we store it, otherwise we keep the original image. The reason is that often one bit tiff images can be smaller than a reduced resolution JPEG file.
      You can pass flag SkipMaskedImages to skip masked images as JPEG compression may not work well with pictures, where a specific color is used to mark transparency. The check whether new picture is smaller than original image can be disabled via NoImageSizeCheck flag.
      If you like to get images compressed with JBIG2, you can use CompressWithJBIG2 flag. This can drastically reduce the file size since JBIG2 compression achieves much higher compression rates than any other 1 bit image filter that PDF supports. The JBIG2 compression filter in DynaPDF is lossless, that means the original image quality will be preserved. Great to combine with ConvertGrayTo1Bit flag discussed below.

      Link Names
      The names for links in the PDF may often have names from the original content. For example our documentation uses the function names there as link names. But this can be optimized with the NewLinkNames flag and rename the internal link names with a running counter. This saves a few bytes for each link, which can sum up with thousands of link names.
      Invisible Paths
      Some drawing paths have an no-op operator on the end. Instead of defining a path and not using it, we can remove the definition. This usually happens in a lot of tools to create PDFs, as paths are defined automatically. e.g. you may have a rectangle to group items on the layout and the rectangle is not visible as it has no stroke and no fill. The resulting path is there, but has no output.
      Flatten layers
      If you pass FlattenLayers flag, all the layers may get flattened and non visible layers may get removed. As some layers may have content behind other layers, the invisible paths check above may kick in and remove content.
      See also FlattenAnnots and FlattenForm functions.
      Delete Stuff
      The PDF may contain additional things, which can safely be removed. This includes private data from applications like Indesign or Adobe Illustrator. Those store details for editing of the PDF with the PDF as a BLOB. We can skip this data and get a smaller PDF size. Usually a PDF viewer will ignore any item it doesn't understand.
      We can remove thumbnails embedded in the pictures as those will be generated in the viewer if needed. Same for alternative representations of images. For example an application may include a CMYK and a RGB representation and we can remove one (the one marked as alternative).
      Convert to colorspace
      Beside optimization, we can do some extra operations like converting colors to other color spaces. This includes converting to grayscale, RGB or CMYK. If you like to convert a PDF to grayscale, converting colors here may be useful. Otherwise if you have to send a PDF to a printer, you can convert to CMYK. Usually you don't need this as the printer will raster the PDF in CMYK color space. Converting CMYK content to RGB may reduce size as images have only 3 instead of 4 color spaces.
      The flag ConvertAllColors allows to convert separation, DeviceN and NChannel color spaces to RGB/CMYK colors. This usually means you loose color information as the alternative colors will be used and those are specified in RGB, CMYK or LAB color spaces. For example a printer may have cyan, magenta, yellow, black and a special colors like gold and silver colors. An area marked with a Device color like gold will be printed with the gold ink to produce the shiny effect on the paper. Replacing those colors with their alternative CMYK color will remove that and the color is then printer with a mixture of yellow.
      Finally the flag ConvertGrayTo1Bit can be used to convert colors to black and white. For this you can pass UseOtsuFilter flag to request to use Otsu filter.
      Convert Text to Outlines
      Recently added in the last weeks, DynaPDF can now convert text to outlines. This removes fonts and text information from the PDF and leaves the content as vector graphics. You can still read it as human, but a computer needs OCR to get back text.
      Optionally you can pass ConvNonEmbFontsOnly flag to limit the conversion of text to outlines only for non embedded files. This way a PDF referencing fonts on your computer can convert those to outlines. Great to email your PDF to printer shop, where they don't have the required font and you can still get your PDF printed well.
      Annotations and form fields are not affected by the conversion. In order to consider these objects too it is possible to flatten all annotations and form fields before calling Optimize. See FlattenAnnots and FlattenForm functions.
      Usage
      The flags above can be combined in various ways. In general Optimize should be called at the end of your PDF processing just before outputting the PDF document. Our plugin may render preview and close the PDF file.
      License
      To use the Optimize function, you need a DynaPDF license with Pro or Enterprise level. Starter or Lite versions are not enough.
      Without a license key you can test this feature and see how it works.
      More
      For more details, please check the DynaPDF manual on the Optimize function. For FileMaker specific notes, please check DynaPDF.Optimize function in our documentation. For Xojo specific things, please check Optimize function in DynaPDFMBS class.
      Check also DuplicateCheck flag for SetImportFlags2 function to enable duplication check. This helps to reduce the file size as duplicate font, image, templates and extended graphics state are replaced with references to first one.
      Please do not hesitate to contact us with your questions.
    • By HOnza
      As a Claris partner, we also resell FileMaker licenses. Buying the license from us has some extra benefits, one of them being a nicely formatted PDF document with all information about the license, including download links. In order to be able to generate this document from our FileMaker based CRM, I needed to find a way to include functional web links in it. So I wrote a custom function that does it, without needing any plug-ins or other external technologies.

      The custom function simply takes a PDF saved from FileMaker, and adds a link to it. As long as you know what page and where on that page you want the link to be, you can modify your PDF that easily.

      No plug-ins are needed, no web viewer, so it works in the whole platform, including WebDirect and server-side scripts.
      Click here to get the example and read the story behind it.
    • By Answers
      We have containers that we drag and drop PDFs into, that are externally stored and the field on the layout is formatted as a PDF. I know I've done this in the past where I wrote a little script that sets a temporary path and when it's clicked the enduser can view in Adobe. The script is simple: it sets the a variable to a temporary path, then exports the field contents to automatically open. I cannot get the script to work. It seems so simple... maybe my mind isn't working right today.
      So my next idea was to make popover button with the pdf container in, interactive so when the user clicks on the popover you see the PDF within Filemaker, that does not work either. I tried this both on a mac and a pc.
      I'm sure I'm missing something.
      Any suggestions would be greatly appreciated.
      Caroline
    • By toolhead
      Looking for a filemaker alternative to https://www.receipts-app.com/en/
      any sugestions? exploring options for a paperless office system using filemaker, which may prove the most cost effective.
      Ideally it needs to be FM server based supporting multi users
      suggestions and and ideas
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.