Insert an Attribute Into a PDF Form Template

The following information about attributes can be included in a PDF form:

Note: Attributes that are to be included in a form need to have a name defined in Policy Modeling. If not a global attribute, the parent entity must also have a name.

To include attributes in PDF form templates:

  1. In your PDF editor, make sure the PDF form template is in form editing mode.
  2. Add a text field where you would like the attribute to appear. (For example, next to the text label for that field.)

    A text field added to a PDF form template
  3. In the PDF Form Assistant dialog, click the Attributes tab and select the attribute that you want to insert. You can use the Filter field to search for attributes containing a particular string of text.

    PDF Form Assistant showing attribute selected
  4. Select the type of information about that attribute that you want inserted. The options are:
    • Formatted value - uses the value formatted for the project region
    • Unformatted value - uses an internal data format
    • Text - uses the sentence text of the attribute
    • Question text - uses the question form of the attribute

    Note that the Field code changes depending on the choice.

  5. Click the Copy button (or Ctrl+C).
    The Copy button in the PDF Form Assistant
  6. In the PDF form template, edit the field properties.
  7. Replace the field name by pasting the copied field code (Ctrl+V).

    Text Field Properties dialog in a PDF editor showing the new Name for the text field
  8. Accept the change. The field in the PDF form template is updated to show the Intelligent Advisor code for the field name.
  9. Save the PDF form template.

An example of attribute value fields inserted into a template is:

A text field edited in a PDF form template

The resulting form when this attribute value is known would look like this:

A generated form showing attribute values inserted