Application PDF Caching Overview

How Application PDF Caching Works

Note: Performance may vary based on network speed and routing to Salesforce from different geolocations.

The details of how Application PDF Caching works include the following:

1. Caches are created for any Application with an Application Review Type with the Cache Enabled checkbox checked.
2. Caching is scheduled by selecting one of the schedule options on the TargetX PDF Cache page. 
   1. This schedules an apex job to cache PDFs based on the frequency chosen.
   2. The apex job does the following:
      1. For Application records with no cache record:
         • Creates an Application Review Cache record on all Application records with an Application Review Type that has cache enabled.
         • Creates an application cache attachment for each Application Cache record.
      2. For Application records with an existing cache record:
         • Updates the cache if the Application record has been modified or if a new attachment has been added to an object included in the Application Review Type document definition.
         • Removes the Application Review Cache record if:
           • The Disable Cache checkbox on the Application record is checked.
           • The Cache Enabled checkbox on the Application Review Type record is unchecked.
   3. In addition to the scheduled batch, caches can be created on demand by selecting the Start Batch button on the TargetX PDF Cache page.

Notes: 

• Adding new attachments to the Application or other objects included in the Application Review Type document definition will trigger a new cache to be created. 
  • This will re-generate attachments and coversheet data, but NOT the Profile page. To re-generate the profile page, you must delete the Application Cache record and re-run the PDF Cache Batch process.
• Errors that occur during document conversion will display a warning message to the user along with a link to the original document. The reader may still be able to display the document even if an error has occurred.

Cache Admin Page

The Cache Admin Page offers the following options for PDF caching:

Schedule Hourly Batch: runs every hour on the hour.

Schedule 4-Hour Batch: runs at midnight,  4 AM,  8 AM,  12 PM,  4 PM,  and 8 PM based on Org time.

Schedule 8-Hour Batch: runs at midnight,  8 AM,  4 PM based on Org time.

Schedule Daily Batch: runs at midnight based on Org time.

Apex Jobs: The link navigates to the Apex Jobs page where you can monitor the status of Apex jobs.

Scheduled Jobs: The link navigates to the All Scheduled Jobs page which lists all of the jobs scheduled by your users.

Deleting Cache Records

There are two ways to delete cache records:

1. Set the Disable Cache checkbox on the Application record to true (i.e., checked).

2. Set the Cache Enabled checkbox on the Application Review Type record to false (i.e., unchecked).

Calculating API Calls for Application Review Tool Cache Job

API calls for the cache job are calculated as the number of active assignments + (Number of active assignments x number of attachments included).

Errors

The error message page will display if one or more of the following potential issues were detected:

• Bad fonts
• Bad PDF structure/not PDF compliant
• Physically corrupted
• Unable to decode something
• Bad color code

The reader may still be able to display the document even if one of these issues has occurred.


See also:

• Migrating Cache Records
• Important CRM Considerations: Storage Usage
• Important CRM Considerations: API Usage