Edit a PDF template
In this topic, you learn how to edit an existing PDF template.
Prerequisites
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You have created a PDF template.
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You have opened a PDF template.
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Your PDF template is in Edit mode. To switch to Edit mode, select the Edit toggle in the shell bar.
Procedure
Add elements to your template
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Drag the element you want to add from the Component library pane to the Document tree pane.
A color indicator shows whether the target position is a valid placement for that component type.
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Configure the attributes of the element in the Properties pane.
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Select Save.
Remove elements from your template
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In the Document tree, right-click the element you want to remove.
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Select Delete.
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Select Save.
Duplicate elements
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In the Document tree, right-click the element you want to duplicate.
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Select Duplicate.
Result: A copy of the element is created in the same parent, preserving all attributes and bindings.
Disable and enable elements
To disable or enable a single element without affecting its children, select the element in the Document tree and use the toggle button in the Properties pane header.
To disable or enable an element and all its children together:
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In the Document tree, right-click the element.
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Select Disable or Enable.
Disabled elements are shown in red in the Document tree and are not rendered in the PDF.
Add test data to your template
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Select the Test Data icon in the shell bar.
Result: The Test Data tab opens.
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Enter your test data in JSON format.
Test data provides sample content while you design your template. It populates bound components in the Preview pane without requiring a live API call.
Preview your template
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Select Activate in the shell bar.
Result: The template is saved and the Preview pane is refreshed.
If the template contains syntax errors, activation is blocked. Select Syntax check to view the errors and navigate to the affected components.
Configure the properties of an element
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Select the element in the Document tree.
Result: The element’s attributes are shown in the Properties pane.
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Configure the attributes as required.
Use the changed attributes filter in the Properties pane to show only attributes whose values differ from their defaults. -
To bind an attribute to data from an interface, select the binding icon next to the attribute field and select the interface and model path.
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Select Save.