Creating a PDF template

In order to use the Create PDF of Submission action, you'll need to create a template, which tells XFP how to convert information from the form into a PDF.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Create PDF of Submission under the PDF Generation section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title of your template, and click Next.

  6. Choose the PDF file to use, or click Upload new PDF File, and then select the PDF from your computer and give it a name. Click Next.

  7. Complete the field mappings. The left hand field names are from your PDF. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  8. You will need to complete the mapping for all pages in your PDF. You can navigate the pages by using Next and Previous, or by using the drop down of pages at the top of the popover.

  9. Click Save and Finish to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

results matching ""

    No results matching ""