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
- Create a Custom Transaction Body Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Label (Example: PDF Password)
- Type: Select Free-Form Text
- Store Value: Enter Checkmark
- Click Applies To
- Purchase: Enter Checkmark
- Click Save
- Edit the Advanced PDF Template
- Navigate to Customization > Forms > Advanced PDF/HTML Templates
- Preferred Purchase Order Transaction PDF Template: Click Edit
- Click the Source Code toggle
- Immediately under the <head> tag, enter this line: <meta name=”password” value=”${record.(internal ID of your Custom Field)}”/>
- Click Save
- Edit the Purchase Order record that needs to have the password
- Navigate to Transactions > Purchases > Enter Purchase Orders > List
- Preferred Purchase Order Record: Click Edit
- Click Custom
- Click PDF Password
- Value: Enter the password value (Example: password123)
- Click Save
- Click the Print icon
- The browser should require a password. Enter the password that was set earlier to show the printed PDF.
Note: If the user doesn’t want the Custom Field containing the password to be displayed on the form, customize the form and uncheck the Show checkbox for the Custom Field. The user should still be able to use the password when printing the transaction.