2021:PDF Data Mapping (Behavior) - Revision history

Dgreenwood at 16:28, 5 August 2025

2025-08-05T16:28:14Z

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Randallkinard at 20:47, 19 April 2024

2024-04-19T20:47:23Z

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	<blockquote ~~style="font-size~~:~~14pt">~~		<blockquote>{{#lst:Glossary\|PDF Data Mapping}}</blockquote>
	''PDF Data Mapping'' is a '''Content Type''' '''''Behavior''''' designed to create an exportable PDF file with additional native PDF elements, using the classification and extraction content of a '''Batch Folder'''. This includes capabilities to export extracted data as PDF metadata, inserting bookmarks, and creating PDF annotations, such as highlighting, checkbox and signature widgets.
	</blockquote>

	~~== About ==~~

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			== About ==
	''PDF Data Mapping'' '''''Behavior''''' allows Grooper users to more fully leverage the capabilities of the PDF file type. The standard PDF '''''Export Format''''' in Grooper will use the page image files and their text data to create a multipage PDF file for each document folder upon '''Export'''. However, this is just the "display information" required to open and read the document. There's a lot more to what a PDF can be than just a multipage document with page images and machine readable text. PDF content can also include metadata, keywords, bookmarks, annotations, and more!		''PDF Data Mapping'' '''''Behavior''''' allows Grooper users to more fully leverage the capabilities of the PDF file type. The standard PDF '''''Export Format''''' in Grooper will use the page image files and their text data to create a multipage PDF file for each document folder upon '''Export'''. However, this is just the "display information" required to open and read the document. There's a lot more to what a PDF can be than just a multipage document with page images and machine readable text. PDF content can also include metadata, keywords, bookmarks, annotations, and more!

Randallkinard: Randallkinard moved page 2021:PDF Data Mapping to 2021:PDF Data Mapping (Behavior) without leaving a redirect: new naming convention

2024-04-18T13:43:39Z

Randallkinard moved page 2021:PDF Data Mapping to 2021:PDF Data Mapping (Behavior) without leaving a redirect: new naming convention

← Older revision	Revision as of 08:43, 18 April 2024
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Dgreenwood at 14:59, 29 March 2024

2024-03-29T14:59:17Z

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	\|style="font-size:14pt"\|'''WIP'''\|\|This article is a work-in-progress. It was written using a beta version of 2021. This article is subject to change and/or expansion as it is updated to the release version of 2021.

	~~This tag will be removed upon draft completion.~~
	\|}

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Dgreenwood: /* Version Differences */

2024-01-02T18:46:02Z

Version Differences

← Older revision		Revision as of 13:46, 2 January 2024
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	'''''Behaviors''''' are a new functionality in '''Grooper 2021'''. Much of the ''PDF Data Mapping'' '''''Behavior's''''' functionality was not available in previous versions. Prior to version '''2021''', only annotation creation was possible using the '''[[Generate PDF]]''' activity. In version '''2021''', this activity has been replaced by the ''PDF Data Mapping''' '''''Behavior''''', expanding its capabilities to generate bookmarks and document metadata as well.		'''''Behaviors''''' are a new functionality in '''Grooper 2021'''. Much of the ''PDF Data Mapping'' '''''Behavior's''''' functionality was not available in previous versions. Prior to version '''2021''', only annotation creation was possible using the '''[[Generate PDF]]''' activity. In version '''2021''', this activity has been replaced by the ''PDF Data Mapping''' '''''Behavior''''', expanding its capabilities to generate bookmarks and document metadata as well.

	~~[[Category:Articles]]~~
	~~[[Category:Version 2021]]~~

Dgreenwood: Dgreenwood moved page PDF Data Mapping - 2021 to 2021:PDF Data Mapping without leaving a redirect

2024-01-02T18:45:50Z

Dgreenwood moved page PDF Data Mapping - 2021 to 2021:PDF Data Mapping without leaving a redirect

← Older revision	Revision as of 13:45, 2 January 2024
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Dgreenwood at 18:45, 2 January 2024

2024-01-02T18:45:37Z

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Dgreenwood: /* Export the Generated PDF */

2023-12-07T15:40:32Z

Export the Generated PDF

← Older revision		Revision as of 10:40, 7 December 2023
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	=== Add an Export Behavior ===		=== Add an Export Behavior ===

	In order to export any document from Grooper, you need to configure an ''Export Behavior'' for the '''Export''' activity to know how you want to export document folders in a '''Batch''' and what external storage platform you're exporting them to. ~~So, it makes sense this would be part of exporting the PDF generated by the~~ ''~~PDF Data Mapping~~''.		In order to export any document from Grooper, you need to configure an ''Export Behavior'' for the '''Export''' activity to know how you want to export document folders in a '''Batch''' and what external storage platform you're exporting them to. The '''Export''' activity is also what generates documents built from '''Batch Folder''' content. The '''''PDF Data Mapping''''' behavior gives the '''Export''' activity additional information about how to generate it (utilizing the additional metadata, bookmarking, and annotation elements).
	* And if you want to be really technical, the '''~~Export~~''' ~~activity (using an~~ ''~~Export Behavior~~'' ~~configuration) will truly "generate" the PDF file, in terms of creating it.~~ ''PDF Data Mapping'' gives the ''Export ~~Behavior~~'' additional information about how to generate it, utilizing the additional metadata, bookmarking, and annotation elements.
			There are two ways to configure an '''''Export Behavior''''':
			# On a '''Content Type''' (A '''Content Model''', '''Content Category''' or '''Document Type''')
			#* This is the most common and preferred way of setting up an '''''Export Behavior'''''.
			#* The export settings are then "shared" with the '''Export''' activity based on each document's assigned '''Document Type'''.
			# Locally on the '''Export''' activity itself.

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	~~There are two ways you can configure an ''Export Behavior'': "Locally" to the '''~~Export~~''' activity or "Shared" with a '''''~~Behavior~~''''' configuration for a '''Content Type''' object (typically a '''Content Model''')~~		==== Content Type Export Behavior Configuration ====

	~~Configured "locally", you will set the ''Export Behavior'' configuration using the '''Export''' activity's properties.~~		# Select the '''Content Type''' whose '''''Export Behavior''''' you want to configure.
			#* For example, we have selected our "PDF Generate - UNESCO Packet" '''Content Model''' we've been working with in the Grooper Node Tree.
	# ~~For example, we have selected a working '''Batch Process''' in~~ the ~~Grooper Node Tree.~~		#* Any child '''Document Type''' will use the export settings we configure here.
	~~# The last step in this~~ '''~~Batch Process'~~'' ~~is an~~ '''~~Export~~'~~'' activity.~~		# The ''Export Behavior'' is added to the '''Content Model''' using the '''''Behaviors''''' property.
	~~# You configure a local~~ ''Export Behavior'' ~~using the~~ '''~~''Export Behaviors''''' property~~.
	\|
	~~[[File:Pdf-generate-howto-54.png]]~~
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	~~Configured as a "shared" '''''Behavior''''', the ''Export Behavior'' is configured using a '''Content Type's''' '''''Behaviors''''' property.~~

	# For example, we have selected our "PDF Generate - UNESCO Packet" '''Content Model''' we've been working with in the Grooper Node Tree.
	# ~~Like any other '~~''''~~Behavior~~''~~''',~~ the ''Export Behavior'' is added to the '''Content Model''' using the '''''Behaviors''''' property.
	# Pressing the ellipsis button at the end of the '''''Behaviors''''' property will bring up the '''''Behaviors''''' list editor.		# Pressing the ellipsis button at the end of the '''''Behaviors''''' property will bring up the '''''Behaviors''''' list editor.
	# Add the ''Export Behavior'' by pressing the "Add" button.		# Add the ''Export Behavior'' by pressing the "Add" button.
	# Select ''Export Behavior'' from the list.		# Select ''Export Behavior'' from the list.
			#* If you need more information on how to set up an '''''Export Behavior''''', visit the [[Export]] article.
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			==== Export Activity Behavior Configuration ====

			# Select the working '''Batch Process''' you're working with in the Grooper Node Tree.
			# The last step in this '''Batch Process''' is an '''Export''' activity.
			# You configure a local ''Export Behavior'' using the '''''Export Behaviors''''' property.
			#* If you need more information on how to set up an '''''Export Behavior''''', visit the [[Export]] article.
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	~~\|style="font-size:22pt"\|'''⚠'''~~
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	~~If you configure the ''Export Behavior'' on a '''Content Type''' you '''must''' use a '''''Shared Behavior Mode''''' when configuring the '''Export''' activity.~~
	\|}

	The '''Export''' activity needs to know how to export your documents. That's what an ''Export Behavior'' is for. If one is not configured locally, you need to let the '''Export''' activity know you want to use an ''Export Behavior'' configured on the '''Content Type''' or '''Document Types''' of the documents in the '''Batch'''.

	Furthermore, if you configure ''both'' a local ''Export Behavior'' and a shared ''Export Behavior'', Grooper needs to know what one takes priority. That's why there are four different '''''Shared Behavior Mode''''' options.

	* ''LocalOrShared'' - This will execute the shared ''Export Behavior'' configured locally to the '''Export''' activity ONLY IF there are no matching local ''Export Behaviors'' for the document's '''Content Type'''.
	** Local behaviors will override shared behaviors.
	* ''SharedOrLocal'' - This does the opposite. Local ''Export Behaviors'' will execute ONLY IF there are no matching shared ''Export Behaviors'' for the document's '''Content Type'''.
	** Shared behaviors override local behaviors.
	* ''LocalAndShared'' - Local ''Export Behaviors'' execute first. If they fail to export a document, shared ''Export Behaviors'' will then execute.
	* ''SharedAndLocal'' ' Shared ''Export Behaviors'' execute first. If they fail to export a document, local ''Export Behaviors'' will then execute.

	~~These options will allow you to configure the order of execution logic for instances where you have both local and shared ''Export Behaviors'' configured.~~

	However, be aware configuring both is less common. Most Grooper users will elect to configure the ''Export Behavior'' on either the '''Content Type''' or the '''Export''' activity, but not both. But, if you are electing to configure the ''Export Behavior'' on a '''Content Type''', you still ''must'' choose one of these four '''''Shared Behavior Mode''''' options.
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Dgreenwood at 18:10, 12 December 2022

2022-12-12T18:10:57Z

← Older revision		Revision as of 13:10, 12 December 2022
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	'''''Behaviors''''' are a new functionality in '''Grooper 2021'''. Much of the ''PDF Data Mapping'' '''''Behavior's''''' functionality was not available in previous versions. Prior to version '''2021''', only annotation creation was possible using the '''[[Generate PDF]]''' activity. In version '''2021''', this activity has been replaced by the ''PDF Data Mapping''' '''''Behavior''''', expanding its capabilities to generate bookmarks and document metadata as well.		'''''Behaviors''''' are a new functionality in '''Grooper 2021'''. Much of the ''PDF Data Mapping'' '''''Behavior's''''' functionality was not available in previous versions. Prior to version '''2021''', only annotation creation was possible using the '''[[Generate PDF]]''' activity. In version '''2021''', this activity has been replaced by the ''PDF Data Mapping''' '''''Behavior''''', expanding its capabilities to generate bookmarks and document metadata as well.

			[[Category:Articles]]
			[[Category:Version 2021]]

Dgreenwood: /* How To */

2022-04-26T14:10:50Z

How To

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	You may download and import the file below into your own Grooper environment (version 2021). This contains a '''Batch''' with the example document(s) discussed in this tutorial and a '''Content Model''' configured according to its instructions.		You may download and import the file below into your own Grooper environment (version 2021). This contains a '''Batch''' with the example document(s) discussed in this tutorial and a '''Content Model''' configured according to its instructions.