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Author Topic: Help: Script to automate PDF creation and data entry  (Read 3237 times)

engineerfitz

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Help: Script to automate PDF creation and data entry
« on: January 30, 2019, 02:18:03 pm »

Hi all,

I'm trying to figure out how to automate a tedious process using a BB script, and I don't know JS.  Our company admin has to create a PDF certificate for each person who attends a training class.  The certificate itself is a PDF file, and all she needs to do is add the attendee name (either through text markup or a form field).  Ideally, I would like to be able to point BB at a *.csv file and have it automatically:

1) Create a new PDF using the certificate template
2) Insert the next name in the *.csv file into the text field
3) Save the file
4) Repeat steps 1-3 until all names in the *.csv file have been entered.

I appreciate any help that this community can provide.  Thanks!
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Steve

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Re: Help: Script to automate PDF creation and data entry
« Reply #1 on: January 31, 2019, 06:29:39 pm »

Revu's scripting mainly deals with file manipulation.  You are looking for data manipulation.  Really kind of a "mail merge" feature.  I don't see how Revu can do that internally (w/o JS).  If you were on the Mac version, it might be doable using Applescript.  Your best bet may be creating the certificate you want in Revu, opening it in MS Word and using it's mail merge feature to add in the names.
« Last Edit: February 01, 2019, 07:01:11 am by Steve »
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Steve Jones
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engineerfitz

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Re: Help: Script to automate PDF creation and data entry
« Reply #2 on: February 01, 2019, 06:16:32 am »

Thanks for the response, Steve!  I was explore the MS Word option further.
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engineerfitz

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Re: Help: Script to automate PDF creation and data entry
« Reply #3 on: February 06, 2019, 05:38:30 am »

Steve,

I was able to get Bluebeam to do most of what I want.  Here is what I did:

1) Opened the PDF certificate on which I wanted to add the names.

2) Inserted a text form field where the name is to appear on the certificate and formatted the text until it had the desired size, font, alignment, etc.

3) Saved the file to use as the master template

4) Created a Bluebeam insert page script to insert the template after the last page [InsertPages(-1,templatefilename.pdf)].

5) Created a toolbar button for the script.

6) Clicked the insert page script to get as many pages as desired (50 for example).

7) Created a separate Bluebeam PDF with 60+ text form fields.

8 ) Named the text form fields to match the ones shown in my combined template PDF created in step 6.

9) Exported the form data as a *.fdf file.

10) Created a new script and shortcut toolbar button to import the *.fdf file created in step 9 and flatten the form fields once finished:

[FormImport(nameofexportedformfields_data.fdf)]
[Flatten(false,65536,-1)]

10.5) Ran the import and flatten script.

11) Created new page labels by page region and dragged a box around the employee name.

12) Extracted pages and chose to name with page label.
« Last Edit: February 06, 2019, 05:40:52 am by engineerfitz »
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Steve

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Re: Help: Script to automate PDF creation and data entry
« Reply #4 on: February 06, 2019, 07:53:19 am »

Very cool.
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Steve Jones
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Guilty-Ham

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Re: Help: Script to automate PDF creation and data entry
« Reply #5 on: February 06, 2019, 05:20:38 pm »

WOW!  Nice Job.  You should make a downloadable from that work and sell it to Bluebeam.
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