Siebel Public Sector Guide > Setting Up and Using Adobe Forms Integration >

Generating a Form Using a Siebel Record (End User)

Users can generate a PDF document that is automatically populated with data from a Siebel record such as a contact. The PDF file is stored in the Attachments view associated with the record.

This task is a step in Process of Setting Up Adobe Forms Integration.

To generate a form with data from a record

1. Navigate to the Contacts screen and select the appropriate record.

   You can also create a new contact record and verify that the record contains the data necessary to populate the form.

2. From the Contacts list menu, select Generate Form.

   The dialog box provides a list of forms associated with the parent business object.

3. From the Select Forms dialog box, choose the appropriate form by clicking the caret symbol on the left side of the list, and then click OK.

   The end user is automatically navigated to the Attachments view of the record where the PDF file is stored for archiving purposes. The user can then drill into the hyperlink in the Attachment name form to open the document in Acrobat Reader.

4. Verify that the form is correctly populated with the data.

Generation of Forms for Multiple Records

The procedure for generation of forms from multiple records, such as contacts, is performed the same way as for a single record.

When generating multiple forms, for example, for a Citizenship Ceremony, consider the complexity of the form and the number to be generated, and perform the task in batches.

For example, if the form is relatively simple, you can typically generate 200 forms at one time without impacting performance. If the form is complex, generate the forms in batches no greater than 100 forms at one time.