Data source

In the “Basics” section, use “Select database” to select the database and view that contain the documents that you want to use as a basis for the conversion. If you want to limit the number of documents further, use the search filter (see below).

The “Form name” option can be used to specify an alternative form to be used for conversion purposes (e.g., print form).

Finally, you can optionally specify whether the documents’ entire contents should always be used or whether only individual fields should be used. If you leave this final setting blank, the full documents will be converted. To specify more than one field, separate the fields with a semicolon (“;”).

The “Use replica ID to open database” option in this section can be used to specify whether n2pdf Archive should search for a replica of the database if the original database is not available.

Meanwhile, the option after it can be used to specify whether the server task should search for a replica of the database in the failover cluster if the primary server cannot be reached.

The following options in the “Content setting” section will affect the PDF file’s appearance directly.

Use this option to specify whether a page break should be inserted before every new document. In order for this setting to work correctly, the “Single PDF file” option under the “Basics” tab must be enabled.

If you disable this option, only the file attachments in the documents will be converted. To specify which file attachments (e.g., from which fields) should be converted, go to the “Attachments” tab.

You can use this option to add the contents of the job document’s “Body” field to the PDF file (in addition to the contents of the selected documents (entire document or individual fields)). The following three options for specifying where this content should be placed are available:

Do not use content	No processing
Insert content at beginning	The contents will be placed at the beginning of the PDF file (e.g., as a cover sheet)
Insert content at end	The contents will be placed at the end of the PDF file

This is an additional option that can be used when the “Use job content” option is enabled. It can be used to specify whether the job contents will be placed before every new document (e.g., as a document “header”) or one time only (e.g., as a cover sheet).

You can use the search filter to limit the number of documents that will be used. The filter features four different options:

No option selected	The documents in the selected view will not be filtered, i.e., all documents will be used
Documents	If you select this filter option, you will be able to select specific individual documents manually, and only the documents you select will be converted.
View	You can use this filter option to define a filter for the view’s first three columns. Simply enter the values that should be used to filter the view (e.g., “Car” or “1450”). Please note that the view columns must be sorted. In addition, make sure to select the right data types.
Full-text search	If you use this filter option, only the documents that match the “full-text search query” of your choice will be selected and converted. Moreover, there is an additional option that you can use to specify whether the search should cover the entire database or be limited to the view only.

All the documents that are used to create the PDF file (even after the the search filter is used to limit the applicable documents) can be modified using a Notes formula (macro language). You can differentiate between two different formulas, one for successful PDF creation and one for errors. These formulas can be used, for instance, to set individual fields in a document or delete them.

	Use this field to enter the formula that should be run when the PDF file is generated successfully.
	Use this field to enter the formula that should be run when the PDF file is not generated successfully.