formfusion for techies - evisionsgo.evisions.com/hubfs/cohesion louisville session...

FormFusion

for Techies

Michael Capulong

Solutions Engineer

michael.capulong@evisions.com

Welcome!

1 Modify PO template (PO Baseline template in CO-OP)

• Merging Multiple FormStamps

• Contolling Copies

• Archiving using ScriptDirector / Image Director

• Conditional Printing

• Generating CSV using ImagingDirector

• Print FormStamp on New Page

2 Zlib Compression

3 Collaboration / Support

4 Questions

• Goal is modifying a Baseline PO template using the advanced

techniques

• The PO template is available in the Evisions CO-OP web page

PO Template

• Baseline PO template is available in the Evisions CO-OP web page

PO Template

• Import the PO template

PO Template

MODIFY PO

TEMPLATE

Merging Multiple FormStamps

• Separate sections of the form into different FormStamp

• Merge multiple FormStamps into one

PO Main Vendor Copy Output

FormStamp

• We want:

– Add a watermark FormStamp specifically for the watermark logo

• Question: How can we merge a new form?

• Answer: Overlay - Form placed on top of another form

• FormFusion will overlay the

forms in the order shown

• Created a new FormStamp,

‘Watermark’

• FormFusion will overlay the forms in the order shown

• Created a new FormStamp, ‘Watermark’

• Use a numbering system to control the ordering

MODIFY PO

TEMPLATE

Controlling Copies

• In the FormStamp Properties, you can specify which copy the

FormStamp will print to

• For the PO template:

– Copy 1 – Vendor Copy

– Copy 2 – File Copy

• We want:

– The watermark FormStamp should only print on the vendor copy

– A watermark is not required for the file copy

Controlling Copies“0_Watermark” FormStamp Properties:

Overlay -> Print on Copies

MODIFY PO

TEMPLATE

Archiving Using ScriptDirector

/ ImageDirector

• Both ScriptDirector & ImagingDirector has the functionality to save output in PDF form to a host OS, MAPS, or mapped drives/shared folders

– Windows Path Example• \\\\SERVER_NAME\\c$\\Documents and Settings\\USER_NAME\\My Documents\\FILE_NAME.pdf

– Universal Naming Convention

– Host Path Example

• /home/USER_NAME/FF/FILE_NAME.pdf

• Can store individual PDF files of the output, or as one single PDF document

Archiving using ScriptDirector / ImagingDirector

• Both ScriptDirector and ImagingDirector generates PDF, but

what’s the difference?

ScriptDirector ImagingDirector

• Used to integrate

Ellucian’s e-Bill

functionality

• Execute PL/SQL script

• Used to send PDF to an Imaging

System (For example:

AppXtender)

• Insert an invisible Key in the

PDF. Although it is invisible to

the naked eye, it is still readable

to the Imaging System

• Execute system commands (eg:

ftp script if share drives isn’t not

an option)

• We are generating two copies:

1. Vendor Copy – Print a hard copy for the vendor to keep

2. File Copy – Generate a PDF and store it in the file system

• Question: How can we store a PDF copy on the file system for the

File Copy?

• Answer: Using ScriptDirector or ImagingDirector

• Make sure you’re modifying the correct copy

• Everything inside the red circle are the properties for PDF generation

– Break page on - parses the output file into individual files based on the variable

– Binary format – type of output file

– Copy generated file to –location to be saved at

MODIFY PO

TEMPLATE

Conditional Printing

• Any object within the FormStamp

(IE: variables, shapes, lines, and

images)

The Conditional Printing option gives the designer the ability to dynamically print any object within

FormFusion.

• Any object within the FormStamp (IE:

variables, shapes, lines, and images)

• FormStamp (affects the whole page)

The Conditional Printing option gives the designer the ability to dynamically print any

object within FormFusion.

• Any object within the FormStamp (IE: variables, shapes, lines, and images)

• FormStamp (affects the whole page)

• FormDirectors (affects the whole copy)

The Conditional Printing option gives the designer the ability to dynamically print any object within FormFusion.

• We want:

– On the Vendor Copy, a signature should be on every Purchase Order

– If the purchase was under $500, then the image of the signature can be on the PO form

– If the purchase was $500 or more, then PO must be signed by the buyer

• Question: How can we control the signature?

• Answer: Conditional Printing on the signature

• This CaptureForm query will determine if the total price was $500 or

more. If so, then ‘print signature’ is stored in the Conditional

Variable

– My Conditional Variable is called ShouldIPrintSig

• Set the ShouldIPrint Conditional Variable in the Object Properties

• The order of the CaptureForm query does matter

• PrintPOTotal becomes defined in the PrintPOTotal CaptureForm

– ShouldIPrintSig should be below PrintPOTotal

MODIFY PO

TEMPLATE

Generating CSV using

ImageDirector

• BMDSDirector can execute system commands

– ScriptDirector cannot execute system commands, only PL/SQL scripts

Generating CSV using ImagingDirector

• We want:

– To generate a .csv file that contains the PO Number, Buyer’s name and

the total amount

– Create a CaptureForm query that will build a CSV string

• Using a Hold Variable – A method that holds information from previous

pages of the .lis file

– Executes a script that will echo the CSV string to a .csv file

CaputreForm query: Creating CSV string

Hold Variable

csv_string:

(null)

PONum:

Buyer:

LexBPrintPOTotal:

P001,LexB,1000csv_string:

PONum:

Buyer:

LexBPrintPOTotal:

P001,LexB,1000csv_string:

csv_string:

(null)

P002,LexB,500

csv.shl:

echo "$1" >> csvfile.csv

MODIFY PO

TEMPLATE

Print FormStamp on New

• There is a new option on Overlay tab of the FormStamp properties

called Print on New Page

• This option will force FormFusion to insert a new page into the

output

– You can now have any number of pages of additional output

• No longer limited to just the front and back side of a single sheet

Print FormStamp on New Page

• We want:

– Include a Terms and Condition

after each PO

• FormStamp properties for the Terms and Condition page

– Notice the Print on New Page option

• Preview

• Notice the Terms and Condition page print after each page

• We need to set a condition for when to print the Terms and Condition

– At the end of the each POs

– Setup similar to Conditional Printing example

• Create a CaptureForm query that determines when the last page of

the PO occurs

First Page Second Page Last Page

• Set the Conditional to use the PrintTermsCondition variable

First Page Second Page Last Page

COMPRESSION

• Evilp version 3.3.0.227 and higher supports using zlib compression

• Evilp with zlib compression improves processing large jobs

• Without zlib compression, you may experience a decrease in

performance.

Zlib Compression

• Check the process log file to see if evilp was compiled with zlib compression. It

should read the following:

• Zlib Compression: Active.

Zlib Compression

• To compile evilp with zlib compression, you will need to have the

zlib headers / source code

• If you cannot get the zlib headers:

– Evisions has a package available for download which contains a make

file for compiling evilp with zlib compression

Zlib Compression

• Merging Multiple FormStamps

– Overlaying forms that is control by the order in the Process Tree

• Controlling the copies

– On the FormStamp

• Using the ScriptDirector \ ImagingDirector for archiving purposes

– Both generates PDF but serves different purposes

• Setting up Conditional Printing

– All objects, forms and FormDirector can be conditionally printed

• Generating a .CSV file using ImagingDirector

– Create a .shl file to append CSV string to a .csv file

• Print FormStamp on New Page

– Insert a new page into the output

• Zlib Compression

– Improves large jobs processing

Summary

• CO-OP User Community

– www.evisions.com/Support/COOPUserCommunity/Overview.aspx

– Client would collaborate

• In-Product Help

– Includes specifics on how to use a feature in one of our products

– Press F1 while viewing our product

• Knowledge Base (launched July 2012)

– http://www.evisions.com/kb_maps/

– Good resource for resolving issues

and/or errors

• Evisions Helpdesk

– http://helpdesk.evisions.com

– Contact Evisions Support

Collaboration / Support

Questions &

Answers Q&A

Thank You!Please contact me if you have any questions.

Michael Capulong

Solutions Engineer

michael.capulong@evisions.com

formfusion for techies - evisionsgo.evisions.com/hubfs/cohesion louisville session...

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