RE: How to add PDF Viewer to Sidebar of an ItemType

Christopher Gillis — Thu, 26 Jun 2025 16:18:28 GMT

Hi Abhijit,

As a simple solution, could you check to make sure in the Views tab of your ItemType that the Secure Social checkbox is enabled for all of your forms? If that doesn't resolve the issue, you'll likely need to configure how Innovator looks up which files to show in the PDF Viewer Sidebar.

You can do this via the Secure Social tab on the ItemType. You may be able to look at the CAD or Document ItemTypes as examples, but you'll need to add the following (this is assuming the file you are trying to see is accessible via a Property on the ItemType):

In the Secure Social tab of the ItemType, add a new DiscussionTemplate if one does not already exist
1. Set the File Selection Depth and Item Selection Depth to -1 for both
Open the DiscussionTemplate and add a new FeedTemplate if one does not already exist
1. Feed Type: Board
2. History Events: Add
3. Reference: this
Open the FeedTemplate, and add a new FileSelectorTemplate
1. Filter: This is a pipe separated list of File Type IDs. You can just copy the values used in CAD or Document.
2. Reference: Set this to the name of the Property that references the File on your ItemType (for CAD this is viewable_file)
3. Tooltip Template: You can also copy the value for this from CAD or Document
Back on the ItemType make sure you enable Secure Social on all of your forms in the Views tab.

After that, you should see your PDF visible in the PDF Viewer sidebar.