Using the PDF Widget

Use the PDF widget to provide a PDF document with application data. You can embed the PDF document in a custom form or open it in a new browser window.

The widget includes standard PDF document features, such as printing and saving to file. This means users can have a printed version of application data, and can e-mail a saved version of the PDF document containing the application data to others.

The document presented to users is based on a template added to the PDF widget on your form. You can map fields in your application to fields in the template, or you can provide static values. For guidelines, refer to Field Mapping Rules.

The following guidelines apply to the PDF widget:

For a sample template, refer to S137510 in the Knowledgebase at serena.com.

Field Mapping Rules

All SBM field types can be used in the PDF widget, except for Summation and Secondary Owner.

All special fields are supported. These fields are available from the string builder tool. (For more information, see Using the String Builder Tool.) Special fields include the following:
  • _height
  • _width
  • _ProjectID
  • _RecordID
  • _TableID
The following PDF field types are supported:
  • Check Box
  • Drop-down List/Combo Box
  • List Box
  • Radio Button
  • Text
SBM fields can be mapped to any PDF field type, but the values must match exactly. For example:
  • If you are mapping a SBM Single Selection field to a PDF List Box field type, you must create the field with the same values in each application. For example, if you add Defect, Enhancement, and Internal Task as values for a Single Selection field called "Request Type" in SBM Composer, you must enter the same values as list items in the List Box field in the PDF form.
  • Similarly, if you are mapping a SBM Single Selection field to a PDF Radio Box field type, the values must match. If you add Vacation, Sick, and Jury Duty as values for a Single-Selection field called "Time-Off Type" in SBM Composer, you must enter the same values as item names in the PDF form.
Note: An exception to this rule is when you map a SBM Binary field to a Check Box PDF field type that is used to toggle between two settings. In this situation, the mapping is handled internally, and the values do not have to match. There is no adverse effect if the PDF form requires values of "On" and "Off", and the SBM Binary field requires "Yes" and "No."

Rich Text Support

The PDF widget automatically displays application data using rich text in addition to plain text. Rich text is available for Memo and Journal fields.
Note:
  • To display rich text in the PDF widget, you must map Memo and Journal fields to PDF text fields with the Multi-line property enabled.
  • For Journal fields, only the first entry appears in the resulting PDF. Additional information about the author of that entry (including the name, user icon, and date/time stamp) is not included.

To disable rich text, set the RichTextEnabled option to false in the config.properties file, located in the following directory:

installationDirectory\Serena\SBM\Common\Tomcat x.x\server\default\webapps\DocGenerator\WEB-INF\classes

The following rich text options are supported:

Note: In Serena Work Center and SBM User Workspace, users can click the source code option in the Rich Text Editor to manually insert HTML tags. If users use this option to insert a table, the table is displayed in the PDF document with fixed-width columns, even if the table columns in SBM were specified with different widths.
The following fonts are supported:
  • Arial Black
  • Courier
  • Courier New
  • Comic Sans MS
  • Helvetica
  • Impact
  • Lucinda Grande
  • Lucinda Sans
  • Tahoma
  • Times
  • Times New Roman
  • Verdana

If a non-supported font is used, the PDF widget uses the default font specified in the config.properties file. By default, Arial is used.

Plain Text Formatting

For plain text output by the PDF widget, you can customize the formatting by editing the html_formatter.properties file, located in the following directory:

installationDirectory\Serena\SBM\Common\Tomcat x.x\server\default\webapps\DocGenerator\WEB-INF\classes

This file contains the HTML tags used in PDF documents and their default values. See the file for instructions on how to customize these values.

Error Messages

The following error messages could be generated during the configuration of the PDF widget.
  • PDF Template does not contain field with name.
  • PDF Template contains field of unknown type.
  • Invalid values.
  • No field mapping found in the PDF Template.
  • Unable to read fields from PDF Template.

To correct these problems, modify or replace the PDF document being used as the template.