Just about every project that includes a PDF report eventually includes a request to create pop-up messages and assigning navigation hyperlinks to text. Has anyone figured out a way to pull this off within Alteryx? Manually doing this after export is not an option because often hundreds of reports are generated via Alteryx.
If you do find an "elegant" solution, let me know, but i did some digging, and as far as i can see, the best bet is probably to use a VBA script after the pdf's are made, that you run via the workflow configuration events.
It feels like there should be a better way, but it might work at least
Hi @iCFO
To add a hyperlink, use a Report Text tool in Expert Mode and add the anchor in the Text Data
The Render tool outputs this correctly to both HTML and PDF files.
Dan
@danilang I have only seen this approach used for basic external urls... Have you figured out how to use this hyperlink approach to do internal navigation links between pages within a PDF report?
Hi @iCFO
According to this, you need to create destination tags in the pdf and link to those if your using URL notation in the link. I haven't found a way to create the destination tag in Alteryx though. You might be able to work around by saving the pdf to a directory where it can be served up by a basic web server. The same link says that you can add #page=n as in <A HREF="http://www.example.com/myfile.pdf#page=4">. Since the link will be parsed by the web server, the pdf should open to the correct page
Dan
@Nanoq Thanks for the reply. Unfortunately I am almost always generating multiple PDF reports that vary greatly section length and narrative. For example, my current project outputs 250 or so user friendly management reports with logic that adapts to very different scenarios. The same topic sections might be 1 page long on one PDF and 8 pages on another. Do you think it would be possible to dynamically apply an intuitive nav link structure across highly variable documents as a second step within the same workflow?
@danilang I have figured out how to do relative link page navigation via javascript within a PDF using "this.pageNum = 1;" The full Adobe PDF tags for the code are <</JS(this.pageNum = 1;)/S/JavaScript>>
I haven't successfully applied it via the Repot Tool in Expert Mode yet, but it seems promising... I am currently getting this Error: "Exception parse error line: 5 column: 340 element name expected". Any Ideas? Can PCXML be used to pass javascript as well?