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lgaertner
lgaertner
Level 9
August 11, 2023
Question

Replace strings in PDF documents based on fields in Workfront

  • August 11, 2023
  • 2 replies
  • 747 views

Hello,

 

I know, that this is not really a specific Workfront nor Fusion question, but perhaps someone of you has done something similar.

 

We have a bunch of marketing materials as PDF files, with placeholders for dates, locations and so on. 

So I would like to create custom forms im Workfront to order such a document giving those parameters.

 

Now I would like to automate the process of replacing the placeholders in the specific PDF-file by the given parameters. 

I know, that in Fusion there is a connector for Adobe PDF services, but I am not sure, that this is the right solution.

 

Does anybody of you does something similar using Adobe PDF services or any other service?

 

Thanks in advance.

Regards

Lars

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2 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
August 11, 2023


Hi @lgaertner,

 

Yes, our Magic Reports solution can be tailored to your exact specification, injecting your Workfront data into professional layouts that can be saved in pdf, tiff, Word, Excel, or even PowerPoint format.

 

I’d be happy to discuss your specific requirements further via email at doug.denhoed@atappstore.com

 

Regards,

Doug

Kurt_Jones
Community Advisor
Kurt_JonesCommunity Advisor
Community Advisor
August 11, 2023

Lars,

 

We have a similar automation but used the Microsoft Word template to fill out the document using the JSON structure.  Its weird as the Adobe PDF services, if you do a create PDF function wants a .doc or .pdf file and I found the .doc file worked pretty good, but the PDF structure should as well.  We did create a custom form for users to fill out data and use that info to populate the Word template.  Below is a sample of the Fusion flow and what the JSON looks like in the Word doc...just make sure your names for your Workfront fields match exactly what you put in the PDF doc (if you get error trying to create the doc, many times its a space that may have copied over...i had that happen to me).  

 

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