PDF with striped table rows containing new info for each Form question input

  • getpcsolutions
    Asked on July 1, 2024 at 3:53 PM

    For example you checkbox the question; Is your computer over 5 years old?, Then you receive a PDF with a striped table showing a row of new information across 4 columns, describing what to do; Your computer is approaching EOL, Impact Level - Medium, Urgency Level - Medium. If a question is left blank, then corresponding row would be hidden on PDF table. Let me know if you have any questions. Thanks

  • Kenneth JotForm Support
    Replied on July 1, 2024 at 5:20 PM

    Hi getpcsolutions,

    Thanks for reaching out to Jotform Support. Unfortunately, it's not possible to hide fields in the PDF itself. However, you can generate multiple PDFs to cater to different needs or scenarios, as long as there aren't too many combinations to manage efficiently.

    Also, could you provide additional details about what you're aiming to achieve? It would help us to understand your goal if you can share your Form URL and take a screenshot and send it to us. We have a guide here explaining how to do that.

    As soon as we hear back from you, we can move forward with a solution.

  • getpcsolutions
    Replied on July 1, 2024 at 6:42 PM

    Interested in creating an simple IT Assessment Form (list of checkboxes for different assessment criteria; i.e. Is your computer over 5 years old?) that generates a PDF Report. The PDF would have a simple 4 column table (Criteria, Urgency Level, Impact Level, Recommended Action). For each criteria that is checked on the form, a row would be added to the PDF table, containing Criteria, Urgency, Impact, Action. The closest I've gotten is the tables inside the autoresponder email, which appears to show rows when using Conditions Update/Calculate Field to enter value (text string) into Hidden Short Text Field on Form. When the conditions are met and text string is entered into Hidden Short Text Field, this Short Text Field is entered as a smart tag {short-text-field} into a cell of the email's table. If the condition is not meet, then the Short Text Field remains empty and the email table hides that row. Just wishing I could do the same dynamic table row generation inside the PDF Editor. Hope that makes sense, any help or suggestions always appreciated, thanks.

  • Hilary JotForm Support
    Replied on July 1, 2024 at 10:01 PM

    Hi getpcsolutions,

    I'll need more time to investigate this. I'll circle back in this thread when there's any update.

    Thank you for your patience.

  • Hilary JotForm Support
    Replied on July 1, 2024 at 11:12 PM

    Hi getpcsolutions,

    As mentioned by Kenneth, you can generate multiple PDFs to cater to your needs. Then, you can set Conditional Logic to send them to the form fillers. For example, when user uses answer A, version A of PDF will be attached in the Auto-responder email and sent to the receipient. Let me show you how to create different version of PDF:

    1. In Form Builder, click on the arrow next to Form Builder wording.
    2. Choose PDF Editor.PDF with striped table rows containing new info for each Form question input Image 1 Screenshot 80
    3. Click on New PDF to create different versions of PDF.PDF with striped table rows containing new info for each Form question input Image 2 Screenshot 91

    Next, you can create different versions of Auto-responder email.

    1. In Form Builder, go to Settings at the top navigation bar.
    2. Choose Emails in the left panel.
    3. Click on Add Email button.PDF with striped table rows containing new info for each Form question input Image 3 Screenshot 102
    4. Choose Autoresponder Email option.PDF with striped table rows containing new info for each Form question input Image 4 Screenshot 113
    5. Go to Advanced section.
    6. Toggle On for Attached PDF.
    7. Choose the PDF version that you would like to send out.PDF with striped table rows containing new info for each Form question input Image 5 Screenshot 124

    Then, set up Conditional Logic to send out different versions of emails based on the answer an user chooses.

    1. In Form Builder, go to Settings at the top navigation bar.
    2. Choose Conditons in the left panel.
    3. Select Change Email Recipient.PDF with striped table rows containing new info for each Form question input Image 6 Screenshot 135
    4. Set up Conditional Logic - For example, send out email version one when the answer is option 2.
    5. Click on Save button.PDF with striped table rows containing new info for each Form question input Image 7 Screenshot 146

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Once we have a better idea of what’s going on, we’ll be able to come up with a solution.

 
Your Answer