Skip to main content

 

 

DealerTeam

FDF Forms Uploading

Upload PDF forms to be automatically filled in. Users have access to an upload dialogue, and a button to generate the FDF required to automatically fill in a PDF for laser form printing.

Definition

FDF (Forms Data Format): FDF is an Adobe standard that allows merging of data into PDF forms. This merge is accomplished using field/value pairs of data: one data point to identify the field on the form, and one data point to identify the value to enter into that field.

Find or Create a Form

Access a form for which you wish to upload a mergable PDF form and related FDF data. The form should have the “Print Type” set to “FDF”.

FDF New Form Edit

AN EXAMPLE OF CREATING A NEW FDF FORM.

Upload Mergable PDF

Once the Form record is saved use the “Form Manager” to upload the mergable PDF.

If you don't see a heading like the one below, talk to your System Administrator.

Form Name Here

Click the “Select Files” button, or drag-and-drop the PDF you would like to upload.

select files button                                       Drop file in Gray area

 OPTION 1: CLICK SELECT FILES BUTTON                                                                  OPTION 2: DROP A FILE IN THE GRAY AREA

Once the file is uploaded the “DocumentContentID” field will automatically populate from the database.

Your PDF is now uploaded

Generate Blank FDF

Click the “Generate FDF” Button.  

Generate FDF Button

The “FDF Code” field will be populated with the newly generated FDF key/value pairs. These pairs include the field name stored in the PDF indicated by /T () where the name of the form field on the PDF document is stored within the parentheses. The second half of the pair is the value to merge into the field indicated by /V (). The pair is within opening and closing double chevrons << >>. 

An example of blank FDF pair fo the Buyer Name field on your form might look like: << /T (Buyer Name)  /V () >>

Populate FDF Values

With the list of key/value pairs generated you may now populate the entry value with the proper data merged from DealerTeam. 

FDF merges data into a form by calculating any formulas within the value parentheses. These formula must be  

The syntax for the merge consists of an open curly brace and exclamation point, followed by the formulas, including field names, and a closing curly brace. Any calculations can be performed within these curly braces.

Field references must get prefixed with an object shortcut. The following are available object shortcuts:

Shortcut Object Description
deal dealer__Deal__c The Deal related to the form if started from a Deal.
sup dealer__Sales_Up__c The Sales Up related to the Deal or Appraisal.
vehicle dealer__Vehicle_Inventory__c The Vehicle getting sold on the Deal.
location dealer__Location__c The Location of the Deal.
buyer Account The Buyer Account on the Deal.
isPersonAccount Boolean True if the Deal is with an individual versus false with a business Account.
coBuyer Account The Co-Buyer Account on the Deal.
financeCo dealer__Finance_Company__c The lender and leinholder on the Deal.
tradeIn1 dealer__Trade_In__c The primary Trade In on a Deal.
tradeIn2 dealer__Trade_In__c The secondary Trade In on a Deal.
tradeIn3 dealer__Trade_In__c The tertiary Trade In on a Deal.

Samples

  • To populate the buyer name you can pull the information from the Deal or the Buyer Account. Though merging from the Account is simpler pulling from the Deal is generally recommended to accommodate occasions where the Deal information doesn't match the Account information.

    Account Example: <<  /T (Buyer Name)  /V ({! buyer.Name })  >>
    Deal Example: <<  /T (Buyer Name)  /V ({! deal.dealer__First_Name__c + " " + deal.dealer__Last_Name__c })  >>
  • To merge vehicle information you again pull from the Deal or the Vehicle. Unlike the Buyer record situations where the Vehicle record doesn't match the deal are exceedingly rare. The Vehicle holds more detailed vehicle information than the Deal so it often gets merged from.

    Vehicle Example: <<  /T (Year Make Model) /V ({! vehicle.dealer__Year__c + " " + vehicle.dealer__Make__c + " " + vehicle.dealer__Model__c })
    Deal Example: <<  /T (Year Make Model) /V ({! deal.dealer__Year__c + " " + deal.dealer__Make__c + " " + deal.dealer__Model__c })

Considerations

  • In order for the FDF engine to process correctly there must be at least one database merge. If you would like a blank copy of a form you can create a single merge field with white text (essentially invisible) that merges the Now() function.
  • Calculations that encounter blank fields will produce blank results. Use the BLANKVALUE function to place a zero for blank values.
  • Calculated values are displayed with many decimal points, use the ROUND function to display with two decimals.