Changes

Attach a PDF to a Web Page View

3,203 bytes added, 23 February
Additional Information
You can use the '''ssattach''' function to append one or more PDF documents stored in either a [[Custom Field Type: Link – Single File|Single File Field]] or [[Smart Folder]] to a [[Web Page View Field]].
The attached PDF file(s) will not not visible when viewing the web page in HTML mode, but will be appended when exported as a PDF, saved as a PDF, emailed as PDF or created by a [[Workflow]] as attachment.
'''Note:''' The attached PDF file(s) will '''not''' be visible when viewing the web page in HTML mode, but will be appended when exported as a PDF, saved as a PDF, emailed as PDF or created by a [[Workflow]] as attachment.
==Syntax==To attach a PDF file to the beginning or the end of the [[Web Page View]]::<font size="3">'''Sample Codes&lt;!--@ssattach(''position'';''pdf file location'')-->'''</font> '''Where:'''* ''position'' is either '''before''' or '''after'''.* ''pdf file location'' is::{|cellpadding="5" cellspacing="0" border="1"| '''File Source'''| '''Syntax'''|'''Comments'''|-| [[Smart Folder]]| /files/''folder1''/''folder2''/''File_Name''.pdf| To obtain select '''View URL''' from the '''File Options''' combo box next to the relevant file in the [[Smart Folder]]. <br>The first part of the URL should be omitted: the location specified should begin with "/files/..." as in the examples below.|-| [[Single File]] Custom Field| @''Custom Field Name''.value@||-| [[Multiple Files]] Custom Field| @''Custom Field Name''.files@| All PDF files stored in field will be attached.|}  '''Notes:'''* Single or Multiple file fields on parent/grandparent levels can also be included using: ::* @parent.''Custom Field Name''.value@, @parent.parent.''Custom Field Name''.files@, etc. ==Examples==
* Append a PDF file from a [[Smart Folder]] '''before''' the current [[Web Page View Field]] page:
 
<pre>
<!--@ssattach(before;/files/1234/123/myfile.pdf )-->
* Append a PDF file from a [[Smart Folder]] '''after''' the current [[Web Page View Field]] page:
 
<pre>
<!--@ssattach(after;/files/1234/123/myfile.pdf )-->
:* '''Note:''' Don't forget to include '''.value'''
'''Rules'''
* The '''ssattach''' function can be placed anywhere inside the Attach PDF files to a Level 1 [[Web Page View Field]] from the UTA Role [[Custom Fields]] on the contact section: <pre> [#(?object=contact;)<!--@ssattach(after;$?opr_123456.value$)-->#]</pre>Where 123456 is the Custom Field ID  * Multiple Attach PDF files can be attached to a Level 1 [[Web Page View]] from different sourcesthe organization [[Custom Fields]] associated as the Customer on the Level 1 record: <pre><!--@ssattach(after;@client.UploadFieldName.files@)--></pre>Where UploadFieldName is the field name of the multi-file upload custom field on the organization record ==Additional Information==* '''IMPORTANT''' Any [[PDF]] files that have security restriction in place such as '''Content Copying''' or '''Content Copying or Extraction''' have been encrypted and '''cannot''' be included. ::The settings can be viewed by opening the [[PDF]] and clicking File > Document Properties > Security (steps may vary depending on the version of your PDF reader)::See also: [[Display Additional File Attributes for PDF Documents]]
* The '''ssattach''' function can be placed anywhere inside the HTML tags within the [[Web Page View Field]]* All PDF page settings will driven by the first PDF document file, whether it is a static file or one generated by [[SmartSimple]]* Multiple PDF files can be attached from different sources by using multiple ssattach statements:<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><!--@ssattach(before;/files/1234/123/myfileheader.pdf )--><!--@ssattach(after;/files/1234/123/myfilefooter.pdf )-->
<!--@ssattach(after;/files/1234/123/myfileappendix.pdf )-->
<html><body>
My Pdf file
</body></html>
</pre>
* [[sslogic]] can be used if the PDF file(s) to be attached needs to be varied using conditional statements:
<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><!--@sslogic('@type@'='contact')-->
<!--@ssattach(after;@parent.contract.value@)-->
<!--@else-->
<!--@ssattach(after;@parent.othercontract.value@)-->
<!--@end-->
</pre>
* All page settings will driven by first PDF document Attaching a filefrom a transaction to a {{l1}} {{WPV}}, either it is a static file or generated by [[SmartSimple]]use:
<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">@client.[#(?object=transaction::criteria=typename="Transaction Name" and statusname="Submitted"::orderby=trsts desc)
<!--@ssattach(after;$fieldname.value$)-->#]@
</pre>
'''SSlogic''' * Using @customfield@ instead of [[Smart Folder|smart folder]] file (like @parent.contract@)* Use if sslogic like thisExample: <pre><!style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word- wrap: break-word;">@sslogicclient.[#('@type@'?object=transaction::criteria=typename="Audited Financial Statements" and statusname="Submitted"::orderby='contact'trsts desc) - -> <!- -@ssattach(after;/files/1234/123/myfilefooter$Recent Audited Financial statements.pdf value$)- ->#]@</pre>
<!--@else-->==See Also== <!- - @ssattach(after;/files/1234/123/myotherfilefooter.pdf )- ->* [[Web Page View]]<!--@end-->* [[sslogic]]* [[Display Additional File Attributes for PDF Documents]]
</pre>
[[Category:Custom Fields]][[Category:PDF]]
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