[Isaac Harned]

Ok, you were on the right track, and I see you are using Chat GPT, which will help. Most of the issue I think was that you need to populate the actual field names instead of jsut “dropdown 1” etc. Here is the conversation I am having with chat. I have most values populating into the list, except for 49rs, which is giving me some issues. Will follow up later as well as a way to lock the fields and submit via email. more than likely can get it done:

Also, make sure that “1:” through “6:” are already built as dropdowns. The call for “populateDropdown();” should be in every “Group” dropdown as an action, I prefer on mouse blur, that way it works universally on any system including iPad, but up to you.

https://chatgpt.com/share/2b41d812-6299-49d8-a417-bd6ce87f4a5f

chatgpt.com

ChatGPT

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[Isaac Harned]

I’m don’t consider myself expert, but may be able to help

[Isaac Harned]

I am curious Doug, on PDF usage on sharepoint in relation to storage. You have some massive PDF’s, does your storage balloon with the versioning?

[Isaac Harned]

Played with this a little more, sorry, haven’t messed with stamps before, it should use an event callout that way it knows which file it’s looking at. Here is an example of the basic submittal approval stamp that’s built in to Revu, but modified to pull that File name. Check out the “getProjectNoFromDocName();” callout and function at the end. Let me know if this works, and if more issues, we may have to see the specific stamp file to help.

var builder =

{

// These map to Text Fields in the Stamp

textBoxes :

[

{ field: “Other – Description”, description: “Other – Description:”, default: function() { return “”; } },

{ field: “CheckedBy”, description: “Checked by:”, default: function() { return Collab.user; } },

{ field: “Date”, description: “Date:”, default: function()

{

var curDate = new Date();

return (curDate.getMonth() + 1) + “/” + curDate.getDate() + “/” + curDate.getFullYear();

}

},

{ field: “Submittal”, description: “Submittal #:”, default: function() { return event.source.source.documentFileName; } },

{ field: “Project”, description: “Project:”, default: function() { return getProjectNoFromDocName(); } }

],

// This maps to a Radio Group in the PDF named ‘Type of Submittal’

radioGroup : “Document Type”,

radioButtons :

[

// value maps to the ‘Choice’ of each radio button in the group, description will show on the dialog

{ value: “SubmittalForApproval”, description: “Submittal For Approval” },

{ value: “Resubmittal”, description: “Re-Submittal For Approval” }

],

checkBoxes :

[

{ field: “Approved” },

{ field: “Rejected” },

{ field: “Revise” },

{ field: “Not Reviewed” },

{ field: “Other” }

]

};

function getProjectNoFromDocName() {

var docName = event.source.source.documentFileName; // Access the document name correctly

return docName.slice(0, 4); // Grab the first four characters

}

[Isaac Harned]

var name = this.documentFileName;

this.getField(“fieldname“).value = name;

Alternatively if it needs to be split into multiple outputs it might look something like:

var name = this.documentFileName;

var parts = name.replace(“.pdf”, “”).split(“_”);

var projectNum = parts[0];

var projectName = parts[1];

this.getField(“ProjectNo”).value = projectNum;

this.getField(“ProjName”).value = projectName;

This of course is if you are using the same identifier to split the Number and name in the doc title, i.e. “_” in this case

Hopefully this helps, let me know if you have anything else!

[Isaac Harned]

Why not File Name?

I know this takes setting up bookmarks ahead of time, which are hardly ever correct downstream, but you could simplify the bookmarks and have Bluebeam Split the Doc by Top level, with naming dependent on the Bookmark. Obviously this would probably take more individual files, but using callouts for this kind of info (Noticed it with RFI’s too) is definitely becoming a thing.

[Isaac Harned]

I would maybe start with the original profile as a base and import the other items you need, export as the new. Depending on how many toolbars you have it could save you a bit.

[Isaac Harned]

What kind of header and footer, something with just standard text, or graphics?

I am trying to think of a way the normal automation scripts can handle this, but unfortunately the page referencing for the script arguments only allows a specific range (and if you don’t have that many sheets it will throw an error) or all pages. It also doesn’t have a “Clear Previous” Argument in the Script. The best solution maybe to have preset headers and footers, can save them now in the dialogue.

[Isaac Harned]

Copy, I am also looking into the permission capabilities of sharepoint itself to set the PDF’s to a check in check out system. Technically the permissions would have to be set per folder, but as I understand it, Power Automate can handle the heavy lifting.

[Isaac Harned]

Thank you, that helps alot, we are slowly transitioning, and talks have turned to moving our entire server, makes me nervous

[Isaac Harned]

No worries, I’m glad it worked out! Not to make myself look like a loser but a lot of my answers come from GPT 🤣 If you guys ever struggle with this, just ask it questions based on “Adobe PDF JavaScript”. There are a few methods that don’t work in Revu, but with a little troubleshooting and back and forth with the bot, but that usually gets me pretty close to what I need.

[Isaac Harned]

I would agree here, plenty you can do with a CSV file, but without the getAnnots method, your scripts will never even see the markups.

[Isaac Harned]

The script route would only work if they fixed the arguments for it so that it can reference specific pages. I think the defaults might be your only option, and it would be a two step manual process.

[Isaac Harned]

I don’t know if it’s exactly what you need, but you can save defaults in the Header and Footer preferences. If I was making the workflow for myself, I might make one that I apply to Page 1, and another that I would apply to the rest of the pages. Again though, if it has graphics, template might be the only way.

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[Isaac Harned]

I think these are toolchests instead of toolbars