Configure PDF generation with custom rendition options - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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SmartPlant Foundation / SDx Version
10

This feature is available only to the administrator and business administrator roles.

In the Web Client, you can customize the alternate rendition settings for any supported file formats (Hexagon file formats are not supported) to generate a PDF. Once customized, when generating a PDF, based on the file type corresponding rendition parameters are applied.

To do so, you must complete the following steps:

  1. In the Business Administration feature set, select Create Rendition Options.

  2. On the New Rendition Options form, do the following:

    1. In the Main details section, enter the Name for the rendition option.

      You can enter the Description for the rendition option.

    2. In the Alternate rendition options details section, select the property details from the different tabs available and enter the values wherever required.

      Show alternate rendition PDF options

      This functionality was modified in an update. For more information, see Show alternate rendition PDF options (retired).

      Parameter

      Description

      Color mode

      Select to generate the PDF in Color, Grayscale, or Monochrome.

      Allow thin lines

      Select to show thin lines when generating the PDF.

      Markups as comments

      Select to use markups as comments. If this parameter is not selected, the markups are embedded in the PDF content.

      PDF/A compliant

      Select to validate the rendered PDF document for PDF/A compliance, and convert it to PDF/A format.

      Width and Height

      Enter the width and height for the PDF.

    3. In the Related Items section, search and select a file type for which PDF needs to be generated. For example, you can enter * to view the list of supported file types as shown in the given below image.

      Show Related items file types dialog box

      Show

      By default, the Default File Type is selected as the file type for PDF generation. This setting will be automatically chosen if no file type is selected or if the selected file type does not have a file type to PDF relationship.

  3. Click FINISH.

View rendition options for PDF generation

In the Business Administration feature set, select Rendition Options to display the Rendition Options Results page.

To update the rendition option, you can do the following:

  1. Select any rendition option from the Results page and select Actions > Update... to display the Update form.

  2. Select the property details from the different tabs available and enter the values wherever required. For more information, please refer the above mentioned Step 2.

  3. Click UPDATE.