· Mar 7

Using Logi Reports to populate .pdf Document Properties-Custom Properties with Name-Value pairs extracted from TrakCare database for patient invoicing

We are investigating option of populating .pdf Custom Properties Name-Value pairs with episode/billing information from the TrakCare database, using Logi Reports.  Resulting .pdf would be stored in a designated network folder.  Would welcome suggestions on feasibility / technique to achieve  / code to achieve (or alternative approach).

Intent is for further (watcher) process to detect new .pdf file in network folder and determine actions and/or process flow based on Name-Value pair information in pdf's Custom Properties.

Product version: IRIS 2019.1
$ZV: InterSystems IRIS for Health 2019.1 Build 510
Discussion (2)1
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Andrew, hello!

I don't know of a way to save your own data to custom fields in a PDF file using InterSystems Reports.

As an option, I suggest you to consider creating a page with data you need for workflow on an additional page and export it to XML format together with the main PDF document.

So that the XML file would already be the controlling file for the handler.