Lock the Printed PDF and use a Custom Field to Store the Password on an Advanced PDF Template

Scenario

User wants to create a password to be stored and hidden on the Purchase Order record for transaction PDFs using a Custom Transaction Body Field.

Solution
  1. Create a Custom Transaction Body Field
  2. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
  3. Label: Enter Label
  4. Example: PDF Password
  5. Type: Select Free-Form Text
  6. Store Value: Enter Checkmark
  7. Click Applies To
  • Purchase: Enter Checkmark
  1. Click Save
  2. Edit the Advanced PDF Template
  3. Navigate to Customization > Forms > Advanced PDF/HTML Templates
  4. Preferred Purchase Order Transaction PDF Template: Click Edit
  5. Click the Source Code toggle
  6. Immediately under the <head> tag, enter this line:
  7. <meta name=”password” value=”${‌record.(internal ID of your Custom Field)}”/>
  8. Click Save
  9. Edit the Purchase Order record that needs to have the password
  10. Navigate to Transactions > Purchases > Enter Purchase Orders > List
  11. Preferred Purchase Order Record: Click Edit
  12. Click Custom
  13. Click PDF Password
  • Value: Enter the password value
  • Example: password123
  1. Click Save
  2. Click the Print icon
  3. The browser should require a password. Enter the password that was set earlier to show the printed PDF.

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