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Creating PDF template

You can create PDF template forms with several applications:

Register the Metadata group definition at Administration > Metadata.

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE property-groups PUBLIC "-//OpenKM//DTD Property Groups 3.10//EN"
"http://www.openkm.com/dtd/property-groups-3.10.dtd">
<property-groups>
<property-group label="Sample Template" name="okg:tpl">
<input label="Name" name="okp:tpl.name"/>
<input label="Birth Date" name="okp:tpl.birth_date" type="date" />
<select label="Language" name="okp:tpl.language" type="simple">
<option label="Java" value="java"/>
<option label="Python" value="python"/>
<option label="PHP" value="php" />
</select>
</property-group>
</property-groups>

In order to create a relationship between the template form field and the property group, you must name them using the following naming convention: replace “:” and “.” with “_”. Here you can see the matching between both fields:

Metadata field name Template field name Template field value
okp:tpl.name okp_tpl_name ${okp_tpl_name!}
okp:tpl.birth_date okp_tpl_birth_date ${okp_tpl_birth_date!}
okp:tpl.language okp_tpl_language ${okp_tpl_language!}

To create a template in OpenOffice.org, go to View > Toolbars > Form Controls.

A new dialogue will appear, and you will be able to add form elements to the document. This dialogue contains elements such as labels, text boxes, check boxes, etc.

Once the form has been created, go to File > Export as PDF to generate a PDF with these form fields. This is the final result:

Here is the generated PDF file tpl.pdf and the ODT source tpl_pdf.odt.

OpenKM uses FreeMarker internally, so you can take advantage of FreeMarker’s formatting features. For example, you can set the date format in this way:

${okp_tpl_birth_date?string("yyyy-MM-dd")}

Learn more about FreeMarker formatting at Built-in Reference.  

  • Upload the tpl.pdf file to /okm:templates/documents
  • Register metadata definition okg:tpl in Administration > Metadata 
  • Enable metadata from profiles in Administration > Profiles 
  • Add metadata group okg:tpl to the tpl.pdf file.