Append External PDF File within Printed PDF File

It can be possible to dynamically add an External PDF file from the File Cabinet within a PDF file using an Advanced PDF Template.When we need to add a static PDF page in a PDF template. The user can create the static PDF file separately and can append it to the PDF template.

1. Create Custom Field
   • Label:Enter Label
   • Type:Select Free-form Text
   • ID: Enter _link_pdf
   • Click Applies To
     • Enter Checkmark for relevant Transaction/Record
   • Click Save
2. Add the PDF File to the File Cabinet
3. Get the External Link on the File record
4. Insert the link on the Custom field

Solution

1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
2. Click Edit beside the preferred Advanced PDF/HTML Template
3. Insert a <pdfset> tag before the first <pdf> tag
4. After the </pdf> tag add <pdf src = “${‌record.custbody_link_pdf}” /> </pdfset>

This can be achieved by <pdfset>.

<pdfset>
<pdf>
<!— Enter the PDF template here–>
</pdf>
<pdf src= “${‌record.custbody_link_pdf}“ />
</pdfset>