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How to Rename Top/First PDF Bookmark And Other Bookmark Options

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Your core PDF bookmark values come from your grouping values in your report. When you export the report to PDF, you'll see your bookmarks listed under a header named "Report". "Report" is the default top/first value. Think of it as a report title on your bookmarks. 

 

Now, when you merge multiple PDFs into one PDF (what we refer to as doing a "pdf merge"), that header basically becomes a "chapter" value for the PDF. If you merge 5 PDFs into 1 PDF, if those PDFs were exported with bookmarks, each chapter will have the same value of "Report". As of 2030.880/885, we now have a way to fix/modify these values (and a few other options). 

 

If you want to change these values, the first thing you want to do is insert the following batch-specific INI setting under the [PDF] header:

 

[PDF]

PDFReportBookmarkIDs=YES

 

Without any other settings, this will change the "Report" value to a numeric value depending on when it's generated in the batch. If you have 5 PDFs getting exported in the batch, it will number each one, in order... 1, 2, 3, 4, 5. If you have 10 PDFs getting exported in the batch, it will number each one, in order... 1, 2, 3, 4, 5, 6, 7, 8, 9, 10. Those are what we're referring to as "bookmark IDs".

 

Now, for some of our users, that may be "good enough" to have each "chapter" number sequentially (assuming you were to then merge the PDFs). Since they are now numbered though (ID'd), you can RENAME those IDs to anything you would like. To do that, you simply put the number under the [PDF] group, with an equal sign, and name it whatever you want. It might look like this:

 

[PDF]

PDFReportBookmarkIDs=YES

1=Chapter 1 - Sales Overview

2=Chapter 2 - Marketing Overview

3=Chapter 3 - Inventory Overview

4=Chapter 4 - Company Statistics

5=Chapter 5 - Next Steps/Goals

 

or it might look like...

 

[PDF]

PDFReportBookmarkIDs=YES

1=North

2=South

3=East

4=West

5=Summary

 

You can rename them to whatever you want. To be clear, you can ONLY rename the "top" value... no "all" or "any" bookmarks. If you want to rename any of your other sub-bookmarks, you can do that easily in the report by grouping on a different value.

 

For reports where you're bursting out multiple reports and then merging them later, you can also do this same technique. Although, we created an "ANY" value so you can set it dynamically. Let me give you an example...

 

[PDF]

PDFReportBookmarkIDs=YES

ANY=jnUser10

 

In this example, the value is getting set with one of our data-driven formulas in the report named "jnUser10" (you have 30 jnUserX formulas you can use/set). So whatever the value of jnUser10 is set to when the report runs, that's what the top/header PDF value will be set to.

 

You could also use the burst value (jnBurstValue is a special field, not a formula -- it is automatically set to whatever the current value being burst) as the top value by using it this way...

 

[PDF]

PDFReportBookmarkIDs=YES

ANY=jnBurstValue

 

Any of our jn-variables can be used to set these values dynamically.

 

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Lastly, we have an optional setting to remove ALL sub-bookmarks from a PDF. This ONLY leaves the top/header value and nothing else. Most will probably not use this setting, but if you want a merged PDF with ONLY chapter headings and nothing else, you'll want to use the batch-specific INI setting PDFDeleteAllSubBookmarks=YES under the [PDF] group. It might look like this...

 

[PDF]

PDFReportBookmarkIDs=YES

1=This

2=That

3=The Other

PDFDeleteAllSubBookmarks=YES

 

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IMPORTANT: In order for any of these settings to work properly, you MUST be exporting your PDFs with bookmarks (PDFB type). The numbering and renaming ONLY works if you generate bookmarks in the first place. These features do NOT "add" bookmarks to PDFs without bookmarks. If you're trying to use this feature and it doesn't appear to be working, make sure you are exporting your PDFs using the "PDF with Bookmarks" setting in the job edit window.

 

 


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