Document Builder - Leverage already created dialog, forms, etc.

Is it possible to create an RFx, create Document Builder forms, attach them to the RFx and then use the same Document Builder already answered questions, forms, etc and turn that into a PO without having to fill out the Document Builder information again. We are using SRM 7.0 and we don't know if this is possible or if it is, we don't know how to do this. Please help!

Hi Shannon,
I am also going to implement SAP Document builder.
Could you please share your experience?
I want to know some information on the integration.You can contact me at [email protected]
Thanks,
Ankur

Similar Messages

Change the order type for a sales document already created

Hi gurus,
please let me know if there is any possibility for changing the order type for sales document (sales order) already created,
thank you

Hi,
Rambabu is correct. Check the alternate sales document types which your current sales document type is having in VOV8 transaction. You can have the current sales document type replaced with the assigned alternate sales document type 1 or alternate sales document type 2 during run time in the during creation or change mode subject to the current sales order is not having any subsequent document. Re-pricing will happen accordingly and all the things of order will get redetermined.
Hope this explains.

Creating pdf forms from a Word doc that will need to be edited in the future

Ok, I searched everywhere for an answer to this situation... and I want to know if there is a work around.
Basically, I have a word document. I will use this Word document to create a application form. So I will manually create fields where needed after I convert the document to pdf.
Now here is the issue... at some point, the Word document will have to be changed... maybe a date or an address or something. This would mean I would have to change the original Word document, re-create the form (adding all the fields again) and re-publish it.
Can I somehow edit the text in the pdf (with the fields already in place) without having to change the original word file and re-create the form?
Has anyone had this problem? Am I doing something wrong? Or is there an assumption that the original Word document you use to create your form (pdf) will not be changed at a later date?
Thanks.
Quinn

Ok, sorry if I haven't quite figured this out.
When I create a pdf form, AA can detect some fields and automatically creates them. This is great. For other fields, I have to create them. No problem.
So here I have Document A (MS Word) and my new pdf form (Document B).
I edit Document A and change the date in the header let's say. I re-create my pdf form (Document C).
How will Document C remember to re-associate the fields I created in Document B? Won't I have to start all over again?
This is my question. If the answer is no, then I just have to hope that when I create the new form, AA can figure out as many fields as possible (and selection choices such as bullet, check marks, etc).
Thanks again for your help.
Quinn

SRM 7.0 with Document Builder

Hi Experts,
We have a SRM 7.0 with PPS. We want to use Document Builder function. We could find the Document Builder node in IMG (tcd spro).
According to the Business Scenario Configuration Guide of SAP Document Builder, it seems we need install PSDOCB 300 add-on. But I couldn't find the PSDOCB 300 add-on in SMP( no authorization?).
Should I install PSDOCB 300 or Document Builder is already build-in?
If I should install PSDOCB 300,where I can find it, pls show me the download path?
If Document Builder is already build-in, what should I do to show the node in IMG?
Thanks!
SRM 7.0
NW7.01
PPS is actived

Hi Jay,
I made a double check, there is no Document Builder node under IMG >>Cross-application Components in our SRM system.
Is there any components we didn't install?
BTW : we have Integration with SAP Document Builder node .
The following is installed sofeware components in our SRM system:
SAP_ABA             701     0007     SAPKA70107     Cross-Application Component
SAP_BASIS             701     0007     SAPKB70107     SAP Basis Component
PI_BASIS             701     0007     SAPK-70107INPIBASIS     Basis Plug-In
ST-PI         2008_1_700     0000     -     SAP Solution Tools Plug-In
SAP_BS_FND       701     0008     SAPK-70108INSAPBSFND SAP Business Suite Foundation
SAP_BW             701     0007     SAPKW70107     SAP Business Warehouse
SAP_AP             700     0021     SAPKNA7021     SAP Application Platform
SRM_PLUS             700     0009     SAPKIBK209                          SRM_PLUS for mySAP SRM
SRM_SERVER      700     0009     SAPKIBKV09     SRM_SERVER
SRM_EXPL             700     0009     SAPK-70009INSRMEXPL     SRM Extended Functionality for SRM_PLUS including PPS
SRM_EXT             700     0009     SAPK-70009INSRMEXT     SRM Extended Functionality for SRM_SERVER including PPS
VIRSANH          530_700     0011     SAPK-53311INVIRSANH     SAP GRC Access Controls 5.3 for 700 HR a

Creating new forms using a button

I am trying to make a button that creates a new form which in turn creates another form etc. any suggestions

You could just create an new instance of a Form in the click event handler for a Button and display it by calling its Show method:
Form1:
private void button1_Click(object sender, EventArgs e)
Form2 frm2 = new Form2();
frm2.Show();
The constructor of the second form can then display another form:
Form2:
public partial class Form2 : Form
public Form2()
InitializeComponent();
Form3 frm3 = new Form3();
frm3.Show();
Please remember to mark helpful posts as answer to close your threads and then start a new thread if you have a new question. Please don't ask several questions in the same thread.

Creating fillable forms with Live Cycle that can be emailed, saved, printed, etc. by anyone!

So I started using livecycle because the forms one can make are astounding, its a great program except for sending the forms out to be filled in especially to those only with reader. I've looked over a lot of past discussions and the answers seemed too complicated. Here is a workaround for not so computer savy folks like myself.
First, create your form, use everything the software has to offer to make your form exactly like you want and yes you can use the "submit by email button" that's what it's for.
Second, once the form is complete one seemingly complicated step to fix the "attach as pdf instead of xml" if your form keeps attaching as "xml" if it already attaches as "pdf" then skip the rest of the "second step"
     go to the top and click the "view" menu, then select "xml source"
     then go back to top and click the "edit" menu then select "find"
     type "xml" without the quotations and keep clicking "find next" until you see the "submit" line (eg. <submit format="xml")
     change the "xml" to "pdf"then go back to the "design view column" if you get a "parts of this or that cannot be whatever" message just click ok or ignore
Third, assumming you used the "submit by email" button like you should be the find that button and click the center somewhere, too the right a "field" box comes up
     enter your own email address, you can enter an stock email subject to or leave it blank
     also, a bit further down it says "presence" then "visible" I like to change "visible" to "visible (screen only)" this way it does not show on the printed version. That is one of the things i like the most about this program, you can put text boxes, signature boxes, any kind of
          box and make it visible, visible only on print, only on screen, etc. you just have to play around. It's nice to put a large text box with instructions for how the person should fill out and what to do that helps them and doesn't show up on print.
Ok, the above is a lot of words but if you print it out and follow step by step you'll see how easy it is and after a couple runs you won't have to look at your cheat sheet again.
Fourth, So, it was easy to figure out how to make a form the frustrating part was sending it out to be filled in save, printed whatever then sent back to me (now you). the problem is, the form has to be distributed to be approved so to speak. If it is just for one person that is no big
     deal, just first click "file" "save as" give it a name it reverts into adobe pro and asks how you would like to distribute, follow the instructions you send it to whomever you like they fill it out and submit it back because your email address is linked to the "submit as
     email" button. But what if its just a form you want on the company share drive anyone can open fill out, save, send to you or send to someone else, that's where it's tricky.
Fifth, Distributing to yourself so you can approve the form for world wide dissemination.
     Same procedure as above for the single recipient but instead of sending to someone else you send it back to yourself by entering your own email address again when it asks "how would you like to distribute your form--same as above"
     click "send now via email" enter your address they will return it to (but it's not they this time its really yourself)...follow the instructions, specifiy a generic folder that will collect data (you can delete later, you don't have to collect data unless you want)
     put in your email address as the recipient. change the stock email subject and message if you'd like, then click done, it will email you the form. close out the live cycle and adobe programs and go to your inbox (may take a min)
Sixth, open your attachment.(no remember you submitted the form to yourself but think of yourself as someone else like a customer) when the form is open you can enter stock fields if you like or do nothing...click the submit by email button, follow the instructions and s
     send it back to yourself again (don't get confused...it's really you as the customer sending back to yourself as the owner of the form) if you are a criminal think of it as like "laundering money through a bank" you are laundering the form through your own email system
     close out the form and go to your inbox again an open the returned form. now when you open it there is something new. there is a box that says "this file is a completed form (even though you didn't enter any data---it's a laundered form now) and leave it on the
     "add to existing data set" which is the one you created earlier in the generic folder....click "ok", now the form changes once again, there is a new look to the top, don't worry about it just go to the top right of the form and click on "options" then "save file as" give it
     a name again and remember where you saved it to. then close adobe and say yes when it asks you if "you want to save changes to your data set"....say yes!!
7th, forget the data set, no longer is important...find the form you saved and open it. go to the top and click the "advanced" button then "enable user rights in adobe reader" then click "save now" this is the final form so name it appropriately and place it where you want
     people to find it, they can now open, fill out, print, save as, email, whatever. The only downside is if they use the submit by email it automatically defaults to your email but when their email client opens they can delete your address and put someone else if they want.
thats it...lots of words but it really is easy after you do it a couple of time. the final downside, if the final form works but you decide to change anything on it with LiveCycle, you have to go back through all the steps or it will tell whoever opens it in reader that the original
     has change and they cannot do anything with it, but it's ok, make your changes or improvement, by now you are an expert at laundering live cycle forms, take you 5 min, no worries!
Happy Laundering!!
Sean
NOTE: this procedure only validated with LiveCycle 8.0

Here is the window you will see when you choose Enable Usage rights.
Note: That means that you can not edit any content once USAGE Rights are envoked.
So you must make sure all corrections to documents made and perfect before Envoking rights.

I have purchased Adobe XI Pro and created a form for entering bowling scores to submit to newspaper for my high school team. I can not figure out how to get pdf's into my documents folder on my iPad so that I can access the files in bowling alleys where

I have purchased Adobe XI Pro and created a form for entering bowling scores to submit to newspaper for my high school team. I can not figure out how to get pdf's into my documents folder on my iPad so that I can access the files in bowling alleys where I do not have a Wi-Fi connections. I need to be able access files without going to acrobat.com. Help!!!@

Post the PDF files to a web site. The browse to them in Safari on the iPad. When you Open the files specify the Open to occur in Adobe Reader. Then you can have/Save them in your Documents folder on the iPad. An iPad has limited access to files otherwise.

How to get document number in user created form?

Hi All,
         I am creating a form.In that i want to maintain Document number for each form(each order)(like in sales order form (Document No. field)).
               Please help me to maintain the document number either manually or by system generated.If u have code example   please send.
        I tried for Manage series and all.But i couldn't get.
Expecting ur reply soon
Thanks
V.Rangarajan

Hi V.Rangarajan,
I haven't used this code yet, but herewith an extract from the SBO SDK Training material which I think is related to your problem.
// create a combo box for the series oItem=oForm.Items.Add("SeriesName",SAPbouiCOM.BoFormItemTypes.it_COMBO_BOX)
// fill the combo with relevant series
oComboBox.ValidValues.FillWithSeries(True, False, 0) new method
oComboBox.DataBind.SetBound(True, "@MATH", "Series")
// edit text to hold the numbering of the series
oItem = oForm.Items.Add("SrValue", SAPbouiCOM.BoFormItemTypes.it_EDIT)
oEditText.DataBind.SetBound(True, "@MATH", "DocNum")
// get the next series number in add mode
lNum = oForm.BusinessObject.GetNextSeriesNumber(CLng(str))
oEditText = oForm.Items.Item("SrValue").Specific()
   oEditText.String = lNum
I don't know if this will solve your problem, but hopefully it will put you on the right track.
Hope it helps,
Adele

I'm wondering if there is any way to view the results of the form other than in a spreadsheet? Is it possible to print responses one by one in PDF format, or word, etc? I'd like to create a form for proposal applications, and the spreadsheet format resu

I'm wondering if there is any way to view the results of the form other than in a table? Is it possible to print responses one by one in PDF format, or word, etc? I'd like to create a form for proposal applications, and the spreadsheet format results are nearly unusable for this type of form.

Hi Nalani500 ,
Yes, you can print the response in a PDF by following the steps suggested below.
1) Go to the response file
2) Select the response you want to print
3) Click on Save as PDF button and it would save the selected response in PDF format.
Thanks,
Vikrantt Singh

Hi I want to create a search form with drop down search criteria. This form should then search on the same site and display the search results. Is there HTML available for this? Or an oline site that I can use to build this form? I created a form in Jotfo

Hi I want to create a search form with drop down search criteria. This form should then search on the same site and display the search results. Is there HTML available for this? Or an oline site that I can use to build this form? I created a form in Jotform.com, but this form doesn't search the site, instead it sends me an e-mail. Do you have a solution for me? Thanks.

Hi I want to create a search form with drop down search criteria. This form should then search on the same site and display the search results. Is there HTML available for this? Or an oline site that I can use to build this form? I created a form in Jotform.com, but this form doesn't search the site, instead it sends me an e-mail. Do you have a solution for me? Thanks.

How to create a form by using an existing Word document.

Just installed Adobe XI Pro. Now trying to create a form from an existing word file. After choosing my file I cannot click on the button (Current document). Error message appears: An unexpected error occurred. PDFMaker was unable to produce the Adobe PDF.

Try starting with the file opened in Word and creating the PDF from there. You can either use PDF Maker (Acrobat toolbar in Word) or print to the PDF printer. If that works, you can open the PDF in Acrobat and ruun the form wizard to automatically add the fields, or add them manually.

Creating a form to Add List Item and to a Document Library

Hi, I'm super new to sharepoint , and have what is probably a newbie question.
I have a list and a document library. The documents are linked to the items in the list. (1 list item may have one or moe documents associated with it).
I need to create a form to add new list items that will at the same time upload documents to the document library.
Do I use infopath for that?
Thanks

Hi,
According to your description, when adding a new item to the current list, you might want to upload the attachments of this item to other Document Library as well.
As a workaround, you can create an Event Receiver to capture the event when there is “An item was added”. In the Event Receiver, we can write C# code to copy the attachments
from a list item to a Document Library.
About how to create a simple Event Receiver in SharePoint 2013:
https://msdn.microsoft.com/en-us/library/ff398052.aspx
Here is the related code I use in this scenario, you can use it as a reference:
using System;
using System.Security.Permissions;
using Microsoft.SharePoint;
using Microsoft.SharePoint.Utilities;
using Microsoft.SharePoint.Workflow;
namespace SharePointProject13.EventReceiver1
/// <summary>
/// List Item Events
/// </summary>
public class EventReceiver1 : SPItemEventReceiver
/// <summary>
/// An item is being updated.
/// </summary>
public override void ItemUpdating(SPItemEventProperties properties)
//base.ItemUpdating(properties);
/// <summary>
/// An item was added.
/// </summary>
public override void ItemAdded(SPItemEventProperties properties)
// base.ItemAdded(properties);
using (SPSite site = new SPSite("http://sp/"))
SPList docDestination = site.RootWeb.Lists["Document"];
SPList lstAttachment = site.RootWeb.Lists["List1"];
SPFolder fldRoot = site.RootWeb.Folders[docDestination.Title];
SPFileCollection flColl = null;
if (properties.ListItem.Attachments != null && properties.ListItem.Attachments.Count > 0)
foreach (String strName in properties.ListItem.Attachments)
flColl = fldRoot.Files;
SPListItem listtem = docDestination.Items.Add();
SPFile FileCopy = properties.ListItem.ParentList.ParentWeb.GetFile(properties.ListItem.Attachments.UrlPrefix + strName);
string destFile = flColl.Folder.Url + "/" + FileCopy.Name;
byte[] fileData = FileCopy.OpenBinary();
SPFile flAdded = flColl.Add(destFile, fileData, site.RootWeb.CurrentUser, site.RootWeb.CurrentUser, Convert.ToDateTime(properties.ListItem[SPBuiltInFieldId.Created]), Convert.ToDateTime(properties.ListItem[SPBuiltInFieldId.Modified]));
SPListItem item = flAdded.Item;
item[SPBuiltInFieldId.Created] = Convert.ToDateTime(properties.ListItem[SPBuiltInFieldId.Created]);
item[SPBuiltInFieldId.Modified] = Convert.ToDateTime(properties.ListItem[SPBuiltInFieldId.Modified]);
flAdded.Item.Update();
How it works in my environment:
Add an item with attachment in List1:
In the Document Library, we can see the uploaded attachment there:
Best regards
Patrick Liang
TechNet Community Support

When creating a form, can I enable recipients to attach documents?

I'm creating a form and would prefer to not have to receive two separate e-mails. Is there a way that they can just attach the documents that they receive to the form, negating the need for the second e-mail?
Thanks!

Reading your post three times, I cannot understand what you are asking. Especially the part "the documents that they receive to the form".

How can you edit a form that you've already created?

I'm not referring to the form fields. I mean if you have a typo for example in the docuyment you created from InDesign and now you need to go back and correct it. How can you do that and maintain all the fields you've already created?
If you're not able to do this, that would be a huge flaw in the workflow.

metonda wrote:
Oh my gosh. That is so simple. I'm embarrassed that I even asked the question.
Thanks very much!!
No need to be embarrassed. That gets a lot of people. Most assume (and I did too at one point) that replace pages does that, replaces the page and everything on it.

I need to finish a presentation asap! i have to add one more document (already created) to two others. the problem is orientation. 2 are already in portrait. The one I have to add is landscape. Is there a way to fix this?

When you create a form with Adobe Designer, and you need mixed page orientation (i.e. some portrait and some landscape) you can achieve this using multiple Master pages.
I took your two forms and created a sample (see attached) with mixed orientation.
Here is what you do to get mixed orientation...
Create a new form
Add a Master Page (with the Master Page tab active, select Insert > New Master Page
Select the second Master Page and set the orientation to landscape (Object > Master Page tab)
Select the Design View tab
Add a new page Page (with the Design View tab active, select Insert > New Page)
To associate the new page with the second (landscape) Master Page...
Select the new page (from the Heirarchy palette)
In the Object > Pagination palette set the "place" property by browsing where you want it (i.e. On Page "insert name of your landscape master page here")
Note: you will need to resize the content are of the page to match the landscape orientation.
Hope this helps.
Regards
Steve

Document Builder - Leverage already created dialog, forms, etc.

Similar Messages

Maybe you are looking for