Posts tagged "create correspondence"

Correspondence Management Letter Preview Issues in Chrome and Firefox

 

If you are unable to preview the letter in Correspondence Management Create Correspondence UI and wondering what might have happened – this blog tries to explain the reason behind it

If you are using Chrome , you may be seeing the issue as shown in the below screen shot

Letter preview in Chrome

Chrome Preview

 

 

 

 

 

 

 

 

If you are using Firefox , you may be seeing the issue as shown in the below screen shot

 

Letter preview in Firefox

Letter preview in Firefox

 

 

 

 

 

 

 

 

When a letter is opened for preview the Create Correspondence UI opens and this UI is split in to two halves

On the left hand side the contents that are used in the letter are shown in the Flex UI and on the right hand side the preview of final correspondence is shown as PDF

In order to display the PDF on RHS one would need PDF plug-in in the browser that is being used.

The latest versions of modern browsers like Chrome and Firefox have their own in-built PDF Viewers

Chrome’s inbuilt PDF viewer is Chrome PDF Viewer , Latest versions of Firefox has a PDF.js plug-in which shows the PDF in html form

 

The PDF that is shown on the right hand side of create correspondence UI is an XFA form based PDF and the built-in PDF viewers of Chrome and Firefox do not support the preview of these PDFs

The solution to resolve this issue is to set Adobe’s Acrobat/Reader plug-in as the default plug-in to open PDF files inside the browser

 

Follow the below steps to set Acrobat/Reader plug-in as default plug-in to open PDFs in Chrome

1. Open Chrome browser

2. type chrome://plugins in omnibar and press Enter

3. If Chrome PDF Viewer is enabled , you should see something as below in your browser (Notice the Disable on Chrome PDF Viewer – which means it is currently enabled , user can click the link to disable it)

Chrome Plugins

Chrome Plugins

 

 

 

 

 

 

3. Disable Chrome PDF Viewer and Enable Adobe Reader PDF plug-in , after Reader plug-in is enabled you should see something as below in your browser (In this example Adobe Reader is shown but if you have Acrobat installed on your system , the Acrobat plug-in should be enabled)

Chrome Plugins

Chrome Plugins

 

 

 

 

 

 

4. Try to preview the letter again after Reader plug-in is enabled , The letter should render fine now

 

Letter preview

Letter preview

 

 

 

 

 

 

 

 

Follow the below steps to set Acrobat/Reader plug-in as default plug-in to open PDFs in Firefox

 

1. Open Firefox browser

2. type about:config  in address bar

3. type pdfjs in the browser search box

4. In the preferences, select pdfjs.disabled – the option would be enabled by default , set it to false

aboutconfig

aboutconfig

 

 

 

 

 

5. Also in the preferences , ensure that the Acrobat/Reader is selected as the application to open PDF files

6. Restart the browser

 

If the above steps are followed to set Acrobat or Reader PDF plug-in as the default of Chrome or Firefox then the XFA form based PDF would appear properly on the RHS of the Correspondence Management Create Correspondence UI

Letter preview

Letter preview

 

 

 

 

 

 

 

 

Note : In case if the PDF viewer is properly configured to Acrobat or Reader plug-in but if you still see issues in viewing letters there could be some other issue.

 

I will post a seperate blog to investigate how the letter preview issues can be debugged … stay tuned….

 

 

 

 

 

 

Create Correspondence UI view preferences

 

Correspondence Management create correspondence UI is split in to two columns.

LHS shows the contents that are used in the letter and RHS shows the PDF preview.

CCR view has a drop down that changes the view on left hand side to data entry view or content view based on value selected in the drop down

Create Correspondence UI

Create Correspondence UI

 

 

 

 

 

There is some logic that determines the default view on left hand side (Flex UI) and shows content view or data view depending specific to letter

If a letter contains only layout fields that are user fillable – default view is data entry view

If a letter contains any content (like text , condition , image and/or list ) – default view is content view

There are some customer use cases where they always want the default view to be data even if the letter has content data modules.

To enforce Create Correspondence UI to always show data entry view (by default) follow the steps mentioned below :

 

  • Log on to CRX DE Lite http://hostname:port/lc/crx/de/index.jsp as admin
  • Navigate to /content/cm/tbxeditor-config.xml
  • set ccr default view as DATA (default would be AUTO , change it to DATA)

<!– In Create Coorspondence UI, LHS should default to what view: DATA|CONTENT|AUTO–>

<CCRDefaultView>DATA</CCRDefaultView>

  • Click Save All
  • Repeat the above steps on all instances (author & publish)
tbxeditor-config

tbxeditor-config

 

 

 

 

 

 

 

Now for any letter preview the default view would be data entry view (data is selected in the drop down by default) but users can switch to content view by changing the value of drop down to content

some customers had a requirement to completely hide the content tab , I will blog a separate post to select the default view to data and completely hide the data/content drop down

stay tuned…