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A few questions about setting up multiple PDFs from a single form

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  • #18613 Reply

    Hi there.

    New user and just going through the setup.

    I have all fields mapped and working to a single PDF but just had a few questions if I may.

    1. If I want to have multiple PDFs from the same form, and want a dynamic (based on field entry) name for each, am I correct in thinking these must be accessed via a download link shortcode as only a single PDF dynamic name can be used? If not, how can I attach multiple PDFs to the email with dynamic filenames?

    2. I would like the name of each PDF To reference a data from a different field in the form. I know you’ve answered this on other posts, but I can’t get it to work using:

    [formidable-download form=”policy-mandate” dataset=”[id]” layout=”1004″ filename=”Test “& [112]]

    Is the syntax wrong here? My PDFs just come out with the name of the field map. How do I use a field value in the filename? You say to use a “Formidable shortcode” – is that the number as I have or something else?

    3. Finally, is it possible to have a dynamic number of PDFs created? So if I set up 3 PDFs with field maps from the same form, can I only have PDFs created when certain data is entered. So for example, I have three fields, the first is required and the other two are optional. If one field only is entered, 1 PDF is produced, if 2 fields are entered, 2 PDFs are produced, etc. Hope that makes sense.

    Thanks if you can help.

    #18621 Reply

    #1: You can use the shortcode or the “Name of Field Map (will be used as default filename)” field located on the EXPORT tab’s Field Map Layout section. See image below…

    Default PDF Password Field on the Field Map Layout

    #2: Here’s a correction to your shortcode syntax…
    [formidable-download form=”policy-mandate” dataset=[id] layout=”1004″ filename=”Test [112]”]

    #3: Create three Formidable Email Notifications and use the Conditional Logic on each Email Notification to select when to send the email. Also, create three of the same Field Map Layouts (use the duplicate button at the bottom of the field map layout to copy the original field map), but check/uncheck the Email Notifications to send per your criteria.

    We remain at your service.

    #18631 Reply

    Thanks so much. I’ve got that all working. Brilliant.

    Just one more quick one if I may.

    In terms of the signature mapping, it appears to not resize the signature pad image to fit the PDF field. Is this right? Basically, I have to have the sig pad on my form somewhat smaller than I would ideally like so that the signature isn’t clipped on the PDF. I had thought it might auto-size the signature image to fit? Any handle on this at all?

    Thanks again.

    #18641 Reply

    The signature does resize based on the size of the PDF text field, we would need to see the issue you are experiencing to determine the cause of the issue. Complete this form to provide access, or provide screenshots of the Formidable form in design view with;
    . the signature field details visible
    . the signature field mapping on the Field Map Layout
    . the PDF in Form Design mode to see the signature text box borders
    . and the final merged PDF showing the cut-off portion
    We remain at your service.

    #18647 Reply

    Thanks. I have sent you a few files and screenshots via your form.

    Much appreciated.

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