Actions for automation
As mentioned in the previous article, actions were originally introduced as items on the Switchboard. However, Switchboard actions are limited to manual PDF modifications within pdfToolbox Desktop and cannot be used in automated workflows.
This article provides a simple overview of all action types, and indicates whether (and how) they are available in pdfToolbox CLI and pdfToolbox SDK for the use in automated workflows.
Action types
Name | Description | Switchboard | CLI | SDK |
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Add bleed | Adds bleed around the trimbox of the PDF. | Large Format Printing > Add bleed | Fixup: ‘Generate bleed at page edges’ | |
Add borders | Adds white space around the PDF with an optional fold line. | Large Format Printing > Add borders | Fixup: ’Set page geometry boxes’ Fixup: ‘Create and apply shapes' |
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Add ink layer | Adds an additional ink layer under or over a selected portion of the PDF. | Large Format Printing > Add ink layer | Fixup: ‘Create and apply shapes' | |
Add marks | Adds marks for the TrimBox and/or BleedBox to the PDF. | Prepress > Add marks | Fixup: ‘Add marks' | |
Add missing layer | Put all objects that currently are not on a layer yet, on a new or existing layer. | Layers > Add missing layer | Fixup: ‘Put objects on layer' | |
Booklet | Prepares the PDF for double-sided printing, such that the printout can be folded and saddle-stitched. | Arrange > Booklet | --booklet | PTB_Booklet |
Brightness | Adjusts the brightness of all objects on the page, and is most suitable for B/W pages or where color PDFs have to be printed in black and white. | Colors > Brightness | Fixup: ‘Adjust dot gain' | |
Browse layers | Allows you to see and modify layers and OCCDs. | Layers > Browse layers | - | |
Browse metadata | Allows you to review document and object-level metadata in the PDF. | Reports > Browse metadata | --extractxmpmetadata | PTB_ExtractXMPMetadata |
Colors | Creates a detailed report about the colors of the PDF. | Reports > Colors | --report=INVENTORY,COLORS... | PTB_PreflightReport (with PTB_eInventory as PTB_EReportType) |
Comments by author | Puts comments from all authors on separate layers | Layers > Comments by author | - | |
Compare documents | Allows visual comparison between two PDFs. | Reports > Compare documents | --compare | PTB_Compare |
Content export | Extracts the content of the PDF as plain text or an XML with individual words or characters. | Text > Content export | --extractcontent Action: ‘Contect export' |
Action: ‘Contect export' |
Convert to RGB | Converts PDF files to RGB (sRGB) | Colors > Convert to RGB | Profile: ‘Convert to RGB' | |
Convert to B/W | Converts PDF files to black and white | Colors > Convert to B/W | Profile: ‘Convert to grayscale' | |
Correct 4c Black | Restores accidentally separated black. | Colors > Correct 4c black | Fixup: ‘Correct 4c black' | |
Create file package | Creates a new PDF file containing all files from the selected folder. The file package has a summary and bookmarks for direct access to the embedded files. | Document > Create file package | --collection | - |
Create TrimBox | Inserts a TrimBox and/or BleedBox based on the printer marks in the PDF. | Prepress > Create Trimbox | Fixup: ‘Derive page geometry boxes from crop marks' | |
Crop to visible | Crops the page to the visible area. | Pages > Crop to visible | Fixup: ‘Crop all pages to bounding box' | |
DeviceLink conversion | Converts colors in the PDF based on DeviceLink profiles. | Colors > DeviceLink conversion | Fixup: ‘Convert colors using DeviceLink profiles' | |
Downsample | Reduces the resolution of images. | Images > Downsample | Fixup: 'Downsample/compress XXX images' | |
Duplicate page | Duplicates pages in a PDF. | Arrange > Duplicate page | --duplicate page | Fixup ‘Insert page' |
Embed CxF data | Embeds CxF data in the PDF. | Prepress > Embed Cxf data | --cxf --embed | PTB_EmbedCxF |
Embed files | Embeds the selected files into the current PDF. All file types can be embedded. | Document > Embed files | --collection | - |
Embed font | Embeds missing fonts in the PDF if they are installed on the system. | Text > Embed font | Fixup: ‘Embed missing fonts' | |
Enlarge | Enlarges the page area without modifying the page content. | Pages > Enlarge | Fixup: ’Set page geometry boxes' | |
Enumerate layer | Creates separate layers for the selected object types. | Layers > Enumerate layer | --enumeratelayers | PTB_EnumerateLayers |
EPS export | Saves the PDF file as one or more single page EPS files. Transparency is flattened using the highest setting. | Document > EPS export | --createeps | PTB_SaveAsEPS |
Extract CxF data | Extracts CxF data from the PDF. | Prepress > Extract CxF data | --cxf --extract | PTB_ExtractCxF |
Extract dieline | Extracts a dueling from objects identified by a single check | Document > Extract dieline | --extractdieline | - |
Extract files | Extracts files that are embedded in the PDF to the selected folder. Existing folder structures are reconstructed. | Document > Extract files | --extractembeddedfiles | PTB_ExtractEmbeddedFiles |
Extract ICC profiles | Extracts ICC profiles from the PDF file (either the output intent profile or source profiles). | Prepress > Extract ICC profiles Colors > Extract ICC profiles |
--extracticcprofiles | PTB_ExtractICCProfile |
Fill page | Puts several pages on a larger imposed sheet. Distributes pages across / down as space permits. | Arrange > Fill page | --fillpage | PTB_FillPage |
Flatten layers | Flattens all layers. Objects on invisible layers are removed. | Layers > Flatten layers | Fixup: ‘Discard hidden layer content and flatten visible layers' | |
Flatten transparency | Flattens transparency in the PDF. | Prepress > Flatten transparency | Fixup: ‘Flatten transparency' | |
Flip | Flips the pages horizontally or vertically | Pages > Flip | Fixup: ‘Flip pages' | |
Font to outlines | Converts text to outlines so their fonts are no longer needed in the PDF. | Text > Font to outline | Fixup: ‘Convert font to outlines' | |
Fonts | Creates a detailed report about the fonts of the PDF. | Reports > Fonts | --report=INVENTORY,FONTS... | PTB_PreflightReport (with PTB_eInventory as PTB_EReportType) |
Form fields by type | Puts form fields based on their type on separate layers. | Layers > Form fields by type | - | |
Generate bleed | Generates bleed for pages either by upscaling or by mirroring page content as an image. | Pages > Generate bleed | Fixup: ‘Generate bleed by upscaling’ Fixup: ‘Generate bleed at page edges' |
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Grommets by Number | Adds a specific number of grommets to the PDF. | Large Format Print > Grommets by number | Fixup: ‘Add grommets' | |
Grommets by distance | Adds grommets at specific distances around the PDF. | Large Format Print > Grommets by distance | Fixup: ‘Add grommets' | |
Handout | Creates handouts from a PDF presentation. | Present > Handout | --handout | PTB_Handout |
Image export | Saves the PDF in various image formats | Document > Image export | --saveasimg | PTB_SaveAsImage |
Images | Creates a detailed report about the images of the PDF. | Reports > Images | --report=INVENTORY,IMAGES... | PTB_PreflightReport (with PTB_eInventory as PTB_EReportType) |
Import as layer | Imports the selected PDF document as a layer in the PDF. | Layers > Import as layer | --importaslayer | PTB_ImportAsLayer |
Impose | Offers flexible imposition based on imposition templates. | Arrange > Impose | --impose | PTB_Impose |
Increase line width | Increases line width of thin lines to ensure printability | Prepress > Increase line width | Fixup: ‘Increase line width' | |
Light table | Puts several pages on one new page to give the impression of a light table. | Present > Light table | --lighttable | PTB_LightTable |
Make layer | Creates a new layer in the PDF with the objects identified using a preflight check. | Layers > Make layer | Fixup: ‘Put objects on layer' | |
Modify images | Extracts all images from a PDF into a folder, together with a descriptive JSON file and replaces the images in the PDF with the images in the folder. | Images > Extract | --modifyimages --extract | PTB_ModifyImagesExtract |
Images > Replace | --modifyimages --replace | PTB_ModifyImagesReplace | ||
Move content | Moves the content of the page by a given distance. | Pages > Move content | Quickfix: ‘Apply transformation matrix' | |
New page | Creates an empty page in the PDF document. | Arrange > New page | Fixup: ‘Insert page' | |
N-Up | Puts several pages on a larger imposed sheet. | Arrange > N-Up | --nup | PTB_NUp |
OCR | Adds invisible text to the page via OCR. | Text > OCR | Fixup: ‘Create invisible text via OCR' | |
Office PDF to CMYK | Converts PDF files created by office applications to the selected printing condition. | Colors > Office PDF to CMYK | Profile: ‘Convert to CMYK, Office conversion' | |
Office to PDF | Converts office documents directly to PDF. | Document > Office to PDF | Use office documents as input files | |
Optimize PDF | Optimizes the internal structure of the PDF and saves it for fast web view. | Document > Optimize PDF | --optimizepdf | - |
Organize pages | Allows for re-organizing the pages of one or more PDF documents. | Pages > Organize pages | Quickfix: ‘Reorder pages’ (partial) | |
Overprint & Knockout | Fixes overprint issues for black and white objects. | Prepress > Overprint & knockout | Fixup: ’Set overprint & knockout' | |
Outline page boxes | Adds vector lines on top of the page geometry boxes. | Prepress > Outline page boxes | Fixup: ‘Outline page geometry boxes' | |
Output intent | Sets, replaces or removes an output intent from the PDF. | Prepress > Output intent | Fixup: ‘Embed output intent’, ‘Remove all output intent(s)’, and ’Set ICC profile for output intent(s)' | |
Overlay | Places the content of a PDF on top of the active PDF. | Document > Overlay | --overlay | PTB_Overlay |
Passe partout | Adds a background border around the current page content. | Present > Passe partout | --passepartout | PTB_PassePartout |
PDF/X-1a | Converts a PDF to the PDF/X-1a ISO standard. | Standards > PDF/X-1a | Profile ‘Convert to PDF/X-1a' | |
PDF/X-3 | Converts a PDF to the PDF/X-3 ISO standard. | Standards > PDF/X-3 | Profile ‘Convert to PDF/X-3' | |
PDF/X-4 | Converts a PDF to the PDF/X-4 ISO standard. | Standards > PDF/X-4 | Profile ‘Convert to PDF/X-4' | |
PDF/X-6 | Converts a PDF to the PDF/X-6 ISO standard. | Standards > PDF/X-6 | Profile ‘Convert to PDF/X-6' | |
Pole banner | Prepares the PDF for production of a pole banner. | Large Format Printing > Pole banner | Process Plan: ‘Pole banner' | |
PostScript export | Saves the PDF file into a PostScript file. Transparency is flattened using the highest setting. | Document > PostScript export | --createps | PTB_SaveAsPostScript |
PostScript to PDF | Converts PostScript documents into PDF. | Document > PostScript to PDF | --topdf | PTB_SaveAsPDF2 |
Pre-separated pages | Splits pages in the PDF into pre-separated pages (e.g. 4 pages for CMYK pages). | Prepress > Pre-separated pages | Action: ‘Pre-separated pages' | |
Presentation | Optimizes the PDF for slide presentations. | Present > Presentation | --presentation | PTB_Presentation |
Process conversion | Prepares the PDF for the chosen printing condition and carries out the necessary color conversion. | Colors > Process conversion | Fixup: ‘Convert colors' | |
Process to spot | Maps process colors into spot colors | Colors > Process to spot | Fixup: ‘Map spot colors’ Fixup: ‘Map spot and process colors' |
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Rasterize | Rasterizes the content of large (heavy) pages into images. | Pages > Rasterize | Fixup: ‘Convert page content into image' | |
Reader spreads | Converts a PDF with single pages into a document with reader spreads. | Arrange > Reader spreads | --readerspreads | PTB_ReaderSpreads |
Recompress | Changes the compression type of the selected images. | Images > Recompress | Fixup: 'Downsample/compress XXX images' | |
Re-Distill | Recreates the PDF via PostScript. | Document > Re-Distill | --redistill | PTB_Redistill |
Registration color | Converts registration color (spot color ‘all’) to black only. | Colors > Registration color | Profile: ‘Convert registration color to CMYK black only' | |
Remove CxF data | Removes CxF data from the PDF. | Prepress > Remove CxF data | Fixup: ‘Delete Cxf data' | |
Remove ICC profiles | Removes source ICC profiles from tagged CMYK color spaces. | Colors > Remove ICC profiles | Fixup: ‘Conver colors’ using ‘Decalibrate’ option. | |
Remove layer | Removes a layer together with all objects on that layer. | Layers > Remove layer | Fixup: ‘Remove layer' | |
Replace font | Replaces an embedded font in the PDF with another font. | Text > Replace font | - | |
Replace text | Replaces text in the document (using regular expressions that may contain back references). | Text > Replace text | Quickfix: ’Search and replace text' | |
Resample to JPEG2000 | Resample images and compress them using JPEG 2000 compression. | Images > Resample to JPEG2000 | Fixup: 'Downsample/compress XXX images' | |
Resave as PDF 1.x | Saves the document in the defined PDF format. | Document > Resave as PDF 1.x | Fixup: ’Set PDF version' | |
Rotate | Rotates pages by a specified angle | Pages > Rotate | Fixup: ‘Rotate pages’ Quickfix: ‘Apply transformation matrix' |
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Sandwich | Places the selected PDF on top of the processed PDF. | Arrange > Sandwich | --overlay | PTB_Overlay |
Scale by percent | Scales the PDF to a given percentage. | Pages > Scale by percent | Fixup: ’Scale pages' | |
Scale page content only | Scales the page content to a given percentage without changing the page dimensions. | Pages > Scale page content only | Quickfix: ‘Apply transformation matrix' | |
Scale page format only | Adjust the page dimensions without changing the page content. | Pages > Scale page format only | Fixup: ’Set page geometry boxes' | |
Scale to format | Scales the PDF proportionally to fit on the specified paper size. | Pages > Scale to format | Fixup: ’Scale pages' | |
Sharpen images | Performs unsharp masking for images, which allows to increase contrast and density of images. | Images > Sharpen images | Fixup: ‘Unsharp masking of images' | |
Slice | Splits a PDF into two documents: one with the selected objects, the second one with the rest. | Arrange > Slice | --slice | PTB_Slice |
Split layers | For each layer view (or layer if no layer views are present), a new file is created with just the content of that layer (view). | Layers > Split layers | --splitlayers | PTB_SplitLayers |
Split or reorder | Splits the PDF into ‘chunks’ of pages. Optionally merges them again. | Arrange > Split or reorder | --splitpdf | PTB_Splitpdf |
Split PDF at mark | Splits the PDF into parts based on the result of a check. | Arrange > Split PDF at mark | --splitatmark | - |
Split in half | Takes a PDF that has reader spreads and splits those into single pages. | Arrange > Split in half | --splithalf | PTB_Splithalf |
Spot colors | Modifies spot colors as desired. | Colors > Spot color | Fixup: ‘Map spot colors’ Fixup: ‘Map spot and process colors' |
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Spotify | Reduces page content to a specific number of spot colors. | Prepress > Spotify | --spotify | Fixup: ’Spotify' |
Spot to process | Converts all spot colors in the PDF to process colors. | Colors > Spot to process | Fixup: ‘Convert all spot colors to CMYK' | |
Step & Repeat | Puts each page of a PDF multiple times on a larger imposed sheet. | Arrange > Step & Repeat | --steprepeat | PTB_StepRepeat |
Subset font | Creates subsets of fully embedded fonts to minimize file size. | Text > Subset font | Fixup: ’Subset fonts' | |
Tiling by number | Cuts the PDF into a specific number of tiles horizontally and vertically. | Large Format Printing > Tiling by number | --tiling | - |
Tiling by distance | Cuts the PDF into tiles of a specific width and height. | Large Format Printing > Tiling by distance | --tiling | - |
Tone value adjustment | Adjusts tone values by a given percentage. | Colors > Tone value adjustment | Fixup: ‘Adjust dot gain' | |
Unembed all fonts | Removes all embedded fonts from the document. | Text > Unembed all fonts | Action: ‘Unembed all fonts' | |
Visualizer | Allows for visualizing print-relevant characteristics of the PDF. | Reports > Visualizer | --visualizer | PTB_Visualizer |