Posted: 15 Feb 2019 10:14 EST Last activity: 21 Feb 2019 15:38 EST
Options for Generating a PDF with Specific Formatting
My client has requirements for the Pega application to generate a PDFs that look exactly like a specific controlled document within the company. My team has looked at the 'GeneratePDF' smart shape and the activity 'pyAttachPDF' but they don't seem like they are powerful enough to achieve very specific formatting.
Are there other tools OOTB that I should look at or what have other applications used to generate a PDF?
We had this requirement some years ago. We never found any suitable OOTB functionality, but that's not to say there isn't any there now. We developed a PRPC function to produce and format PDFs using the PD4ML code that ships with PRPC. This allows us to specify margins, headers, embedded pictures (company logos, etc.) and "wet-look" signatures, all of which are set as parameters (either using decision tables or other logic) to make it configurable.
On the plus side this gives us great flexibility, which sounds like the thing you're after. On the minus side it requires some dedicated code development to produce the function and a similar development effort to configure correspondence and other rules to allow for fully-flexible text. whether it is worth it or not depends on the importance of having these documents in a specific format.