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PDF Block Help

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PDF Block Templates

Add interactive fields into your PDF documents, such that the end user can edit the form to add specialized form fields, such as a drop-down list, list box, or buttons. At OnPrintShop, we help you to create PDF Block Templates rules and help your users edit them in the more correct way.

Follow the below steps to create and add a PDF Block Template into designer studio -

Step 1 - Download the plug-in

To download the plug-in, refer to - https://www.pdflib.com/download/block-plugin

The manual of this plug-in is available at - https://www.pdflib.com/fileadmin/pdflib/pdf/manuals/PDFlib-blocks-E.pdf

Step 2 - Create PDF Block Template

To create a PDF Block template, follow the instructions explained in this video.

Also, with the use of the PDFLib Plugin, you get the exact position of existing text fields of PDF Block Templates. Follow the steps given on http://help.onprintshop.com/PDFlib_TET_Plugin_Usage to create PDF Block Templates using PDFLib TET plugin.

Step 3 - Upload PDF Block templates

To upload PDF Block Template into Admin Panel, follow the instructions given on this page - http://help.onprintshop.com/PDF_Block_Templates

After sucessfuly uploading files you can create rules for the PDF Block templates. Follow the guide below to understand the rules -

Alignment Rules

In the Alignment Rules, use horizontal and vertical block mapping functionality in order to avoid unnecessary spacing between blocks. This happens in the case if a block has blank content, then the block beside it should automatically move to the place of the first block. To set this rule understand the block types.

Type of Blocks:

  • Reference Block: Block whose position is referred by dependent block.
  • Dependent Block:
  • Blocks whose position is based on the content of referenced blocks.

How to set up a Dependent block?

  • Click on ‘Manage Properties’ of any block.
  • In manage properties tab click on ‘Add’ to add a property.
  • In the property, dropdown select ‘Alignment Rules’.
  • Select the Reference and Dependent block.
  • Set the direction as either ‘Vertical’ or ‘Horizontal’.

Pdfblock1.png

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As shown in, the image when phone number block is kept blank the remaining two blocks will adjust their position themselves.

Note:

Do not keep a cyclic dependency.
Do not assign any cyclic dependency between blocks. E.g. - Block A depends on Block B, Block B depends on Block C and Block C depends on block A. This will run in an infinite loop and disrupt the look and feel of your PDF Block.

Dependency-only for text line blocks.
The Dynamic Block Positioning System works only for blocks of the type Text line. So dependent block & reference block should be of the type Text line.

Advanced operations
Block dependency will not work in the block with advanced settings like text orientations of rotation etc.

Fit-method
Always, set Block Fit-method as no fit. In the AutoFit method, this rule will not work.

Text Formatting

This property is useful if you are looking to assign a specific pattern for any block. An example of such a block can be phone number, where you can maintain a proper format for the data entered in this block.

How to set up a pattern for a block like a Phone Number?

  • Click on ‘Manage Properties’ of any block.
  • In the manage properties tab click on ‘Add’ to add a property.
  • In the property, dropdown select ‘Text Formatting’.
  • Assign a pattern for labeling the block.
  • Select the character type allowed to be entered by the user, such as All, Only Numbers, Only Alphabets or Only Alphanumeric.
  • Select the Style case the entered data should be in, such as Uppercase, Lowercase or Camel case.
  • In the Clip path, enter the SVG path if you wish to make use of curved text in this particular block. This property is useful if you want text on the customer’s design image to be shown in curved text format.

Pdfblock3.png

How to define a pattern?

  • For Label - Company Name can have a pattern as {**}. Here, {**} will be replaced by customer’s string input.
  • For Phone Number - Phone number can have pattern as ####-###-(###). Here, ‘#’ is replaced by a single character entered by the user.
  • Leader

    This property is useful in the templates where there are fields displaying menu items on design templates. Such templates are designed mostly for hotel/restaurant menu cards.

    How to set up a Leader Block?

    Note: The Leader property only works for text flow blocks.
    • Click on ‘Manage Properties’ of any block.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Leader’.
    • Enter the character: this character is applied as a leader between the inputs.
    • Enter the separator: Add separator to differentiate the text shown on the left side and right side.

    How to define Characters?

    For a menu item Pizza + $25
    The output displayed is Pizza .................................... $25. This means “.” (A dot) is the character.

    How to define Separator?

    For a menu item Pizza + $25, the ‘+’ sign is the separator.

    Pdfblock4.png

    Bullet Format

    Bullets are useful for the blocks where you want to display the items in the list format. Use different types of bullets like a number, alphabets, Roman characters, etc.

    How to set up the Bullet format?

    Note: The Bullet property only works for text flow blocks.
    • Click on ‘Manage Properties’ of any block.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Bullet format’.
    • Select the bullet type as - Normal, Small Alphabet, Capital Alphabet, Roman, or, Number.
    • Select the bullet character.
    • Define bullet space.

    What are the bullet types?

    There are six bullet types offered by OnPrintShop –

    • NORMAL: character specified in CHAR
    • NUMBERS: 1, 2, 3...
    • SALPHABET: a, b, c...
    • CALPHABET: A, B, C...
    • ROMAN: I, II, III...

    What are Bullet Characters?

    This property defines which character/symbol you want to use as Bullet. For more information, refer to http://www.alt-codes.net/bullet_alt_codes.php

    What are Bullet Spaces?

    Bullet Spaces property is used to apply space between Bullet and Text.

    Input Options

    This property is useful if you want the user to fill the block from a pre-defined list of data items. The data can be in the form of Radio buttons, Dropdown, Checkboxes and Date Picker.

    How to setup input options?

    • Click on ‘Manage Properties’ of any block.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Input Options’.
    • Select the input type.
    • Enter the input options for the input type Drop Down, Radio Button, and CheckBox.
    • Enter the input separator i.e. a symbol that should be used to separate entries when there are multiple inputs, like in the case of Check Box.

    What are the input types available?

    There are six input types available, namely – Text box, Text Area, Drop Down, Radio Button, CheckBox, and Date Picker.

    How to define Input Options?

    Select the input type and enter the input content. Enter the content in the field accordingly. Use new line (or press 'Enter' key) to separate entries in case of Drop Down, Radio Button and CheckBox.

    If the input type is Date Picker, use a combination of d, dd, D, DD, m, mm, M, MM, yy, yyyy to specify a date format.

    What is Input separator?

    For the input type checkbox, specify an input separator symbol to help in separating checkbox entries.

    Validation

    With these features, you can bind rules to a certain block. Some of the validation types are Regular Expression, Date Specific Range, Allowed Characters in the Text block and a few default validation formats like email, mobile. You can also define your own validation. More details in help.

    How to setup Validation for a block?

    • Click on ‘Manage Properties’ of any block.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Validation’.
    • Set the block requirement.
    • Set the block format i.e. validation rules. There are predefined rules created by OnPrintShop.
    • Enter validation message to display at the front side.

    Pdfblock5.png

    What are data validation formats?

    There are seven predefined validation rules created.

    • Phone Number: allows only 10 numeric values.
    • Email: must contain a dot and ‘@’ symbol.
    • Username: (3 to 16 characters, numbers – and ‘_’ allowed.
    • Website: must contain www.
    • Only Numeric: Only Numeric values allowed.
    • Only Alphabet: Only Alphabets allowed.
    • Alphanumeric: both alphabets and numbers allowed.
    • Other: create your custom validation. Examples shown in pictures.

    Pdfblock14.png

    Link Blocks

    This property is useful if there are duplicate blocks in the design and you want to link them. This means you can link the duplicate blocks and when you enter data in one block it automatically is copied in other linked blocks.

    This property works for both text blocks as well as image blocks.

    How to set up link blocks?

    • Click on ‘Manage Properties’ of any block you want to create a duplicate of.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Link Blocks’.
    • Select the blocks to duplicate from the remaining block names in the dropdown list.

    Block Specific Personalization

    Set block specific personalization for a particular block. This feature is helpful if you want only some selected fonts or colors to be available for the customer. The end customer will get only the selected fonts and colors if he wishes to make any changes in the design.

    This property works for both text blocks as well as image blocks.

    How to set up Block Specific Personalization?

    • Click on ‘Manage Properties’ of any block.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Block Specific Personalization’.
    • In the font, tab chooses specific fonts and create a Font Property.
  • In the colors tab, selects specific colors from the color picker to make Colour Property. You can specify the CMYK or Hex color code.

    Pdfblock6.png

    Image Format

    Image format property allows you to display images in a specific shape or mask. By default, the image is displayed in the square. Use this property to change the image format.

    This property works only for image blocks only.

    How to set up Image Format?

    • Click on ‘Manage Properties’ of an Image Block from the Image Blocks tab.
    • In the manage properties tab click on ‘Add’ to add a property.
    • In the property, dropdown select ‘Image Format’.
    • Enter the clip-path.

    What should I enter in Clip Path?

    Enter SVG clip path. This path is used to set curved text on the selected image block.

    Pdfblock7.png

    Graphics and PDF Blocks

    PDF Block - create PDF blocks using the PDF Block Plugin. The content of this block has to be PDF only.

    Note: The panzoom and Crop functionality will not work for this block.

    Graphics Blocks – create Graphics Blocks from PDF Block plugin. This block supports only SVG files.

    Non-Printable Blocks

    This feature enables the admin to mark some of the blocks as non-printable. At the back-end, the admin can mark the blocks as non-printable and thus Print Preview will not show up those blocks.

    Centralized Personalization

    This feature centralizes all the blocks at the left panel on the block template page. The centralization is done based on the name of the block. If the name of the block is the same on different pages of the template then the content is centrally personalized and the customer only needs to enter data in the field only one time.

    How to enable Centralized Personalization?

    Enable the feature from ‘Edit Info’ of PDF block template.

    Virtual Block

    This feature helps you use one or more virtual blocks inside a parent block. For example, the Address block name can have House No, Society, Street No, and Locality as a virtual block.

    How to create a Virtual Block?

    • In the ‘Text In Studio’ row add the name of your virtual block.
    • Follow Virtual Block pattern as {|yourblockname|}.
    • Use <fillcolor=red><fontsize=14> kind of Tags to fix the styles of virtual blocks.

      Example

      This is the <fillcolor=red>{|firstname|} & {|lastname|} <fillcolor=black>in text area to be replaced by the user.

      Pdfblock9.png

      Options

      • font: Add the name of the font to apply to the text. The font must be available in the system. e.g. <font=Arial>
      • fontsize: Add the size of the text you want to apply. e.g. <fontsize=20>
      • fillcolor: the color you want to apply to the text. e.g. <fillcolor=red>
      • fakebold: true/false to make text bold/normal. e.g. <fakebold=true>
      • italicangle: pass angle at which the text should be italic. e.g. <italicangle=-15>
      • underline: true/false To make underline on text. e.g. <underline=true>
      • strokecolor: if underline option is true pass stroke colour for the colour of underline. e.g. <strokecolor=red>
      • Pdfblock8.png

    Corporate Fields Block Mapping

    Dependency Rules

    Set rules for blocks on various PDF block templates. The rules are created on a certain conditions available in in "Conditions Operator" dropdown menu.

    The action "DO" refers to triggering an action. This will work based on block configured in ‘Action’ block.

    How to set up Dependency Rule?

    • In Manage Blocks, page click on Dependency Rule button (top right corner).
    • Click on the ‘Add’ button to add a dependency rule.
    • Name the rule.
    • Select AND or OR option.
    • In the TERM (IF) select the block and apply a conditional operator.
    • In the ACTION (THAN) select do operator and select the block to apply the condition.
    • Click on SAVE to save the dependency rules.

    PDFblock10.png

    What is the difference between AND or OR?

    If AND is selected then the action(s) will be taken ONLY when all terms are true and if OR is selected then the action(s) will be taken ONLY when any one of terms is true.

    Pdfblock11.png

    Creating Group Blocks

    This feature is used to group the Blocks of PDF Block Template. The group appears as a collapsible menu on the front-end to the end customer.

    PDfblock13.png

    How to add Group Blocks?

    • In Manage Blocks, page click on Group Blocks button (top right corner).
    • Click on ‘Add’ button.
    • Enter the Group Name.
    • Select the Blocks to add in the group.
    • Click on ‘SAVE’.

    Pdfblock12.png