one form to complete multiple pdfs using conditional logic

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This topic contains 5 replies, has 3 voices, and was last updated by  Barb 4 months, 2 weeks ago.

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  • #17593 Reply

    PRESTON BUCKNER
    Participant

    Hello,

    I have a job application that I tie multiple pdfs too. Right now when user a submits the application the all pdf are filled and this slows down the submission process. Ex.. if a user applies for a sales job.. the sales job pdf along with the other job type pdfs are filled.

    What I would like to do is use conditional logic to only fill the pdf that’s needed based on user input. Is this possible? ex.. if Ex.. if a user applies for a sales job.. the sales job pdf is filled and the others ignored.

    #17603 Reply

    admin
    Keymaster

    There is no way to use conditional logic on PDf attachments, however, you may disable attachments for all Field Map Layouts, then you can use conditional logic in the body of email notification(s) to determine which link is displayed.

    We remain at your service.

    #17604 Reply

    admin
    Keymaster

    Optionally, you may keep the attachment option by setting up different email notifications for each type of application, then use the email notification’s conditional logic to control which email to send. However, the first option would be faster.

    We remain at your service.

    #17749 Reply

    PRESTON BUCKNER
    Participant

    can you further explain your last post?

    #17752 Reply

    admin
    Keymaster

    We apologize, however, after re-reading this post, the conditional logic in the email actions will not limit which PDF’s are sent as attachments. You’ll need to use the [if] conditional statements in the email body to limit which PRO2PDF shortcode link is made visible in the email.

    We remain at your service.

    #17796 Reply

    Barb

    Hi Preston, I think I can assist if you still need more help on this. Hopefully I understand what you’re after. You’ll need a separate field map layout and email action for each type, for example:

    Sales applications
    • Have a single PDF document that includes only the pages applicable to the sales application
    • Create an email action that is set conditionally only to send for application type = Sales
    • Create a field map that uses the Sales Application PDF doc, and check the box for the Sales Application email action

    Do the same as above for your other application types – So Service applications have their own field map, email action and PDF doc too.

    Then, when the email actions are run, it will only send the corresponding PDF in the email action that matches your conditional logic.

    Your download link (If you use these) will also need to be dynamic so the correct PDF gets generated. You should be able to find some info on this on the forums here, or under support tickets I’ve created in the past.

    Hope this helps.

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