Uploaded document from a form is not creating drop downs

: The two major areas I am struggling to get right are in the "Select Service" box and the "Description" box. Essentially I want to have the responses 1,2,3 etc.. in Select service and the A,B,C responses in Service Descriptions. so that when the technician clicks on either of those boxes, they can select one or more of the choices and be shown on the customer facing document, then customer can sign off on document . Note all of the information here will be provided by the company and the only thing the customer will do is sign the document. Thank you.

Hi Brad213, 

Thanks for reaching out to Jotform Support. I checked your form, but I couldn't see that you've added a Dropdown field. If a field wasn't added when you uploaded the document, you will need to manually add the Dropdown field from the Form Element Menu, then link it to the uploaded PDF.

But, the Dropdown field only allows one answer. If you require users to choose more than one answer, then you will need to use a Multiple Choice field.

Let us know if you have any other questions.

Thank you for the information. What I am struggling with is when I add the multiple selection widget and add the verbiage, once in is completed it disappears and the only thing remaining is the one box and the title. Any suggestions of what I could be doing wrong?

Hi Brad213,

Thanks for reaching out to Jotform Support. I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. Check out the screencast below to see my results:

May I know, did you cleared your form cache? It is a good practice to delete the cache, so data are refreshed to avoid this type of issue in the future. You can do it easily. Let me show you how:

1. Hover on your Avatar.
2. Click on Settings.

3. Scroll down and click on Clear cache option.

Can you try it again and see how it goes? If you run into the same issue again, let us know, and we'll do some more testing to see what's going on. Can you clear your browser cache and share your browser console log with us? If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? If you can take a screenshot of what’s happening, that will help us to better understand what’s going on. We have a guide about how to do that here.

Give it a try and let us know if you have any other questions.

I am failing miserably! LOL. So part of the problem was that I typed in responses on the PDF form. I have removed them and created a new PDF file and deleted the original one. The formating of the fields look fine but I am still having issues with changing the boxes that I want drop down options to Multiple Selections. Every time I click add a widget, it creates a new field vs taking the box and creating a drop down wit multiple selection options. Do I need to take the text box and convert it to a drop down first then change to multiple using the widget? it is not clear to me.

Hi Brad213,

Thanks for reaching out to Jotform Support. If I understand you correctly, you want to select multiple options from the dropdown and send them to PDF. If that is what you want, you can do that easily. Let me show you how:

1. Click on Gear icon on the Dropdown field.
2. Go to Advanced tab, and toggle on Multiple Selections. It will allow you to select multiple options.

You can also try selecting multiple options with the Multiple-choice element and Form calculation. Let me show you how:

1. In Form Builder, add Multiple choice element in your form.
2. Go to Widget tab.
3. Then select and add Form Calculation widget in your form.

4. Go to Form Calculation widget, and click on Wand icon.

5. Click on blue color Add Field option, and select Multiple choice field.

6. Then click on 0-9 and set it to A-Z. It will capture the text values of the multiple-choice field.

Additionally, you can use a Configurable list and a Long text field to copy values to your long text field. Let me show you how:

1. In Form Builder, click on Widget tab.
2. Search for Configurable list widget and add it to your form.
3. Add Long text element in your form.

4. Go to Settings tab in the blue navigation bar at the top.

5. Click on Conditions, select Update/Calculate field condition, and set up condition.

I have created a Demo form that you can check out. If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

Give it a try and let us know how it goes.

Arghya, thank you for your help! it was really great feedback. So, now that I have completed the boxes, I am sort of ready to go to the next level with this and creating the form for the users and that has caused me to think about whether using the original PDF was a good idea. As you will see from the "form" it is laid out in a sequential way and starting with the PDF was good, but I don't think it makes sense moving forward.

Questions:

1. how can I change this pdf to a more usable "form" on a phone. it should be noted that I will have about a dozen users. this will not be customer facing other than them signing off. We are in the fuel remediation business so we go to storage tanks and fix their fuel issues. so it is B to B and this form for us will be for dispatching, recording what they did and their time there. So would I be better off selecting a form or changing the PDF to something else?
2. once I fix #1 I would like to set up a work flow for the form. Essentially Customer Service will fill in the Job details, it will then go to 3 people who assign the crew/trucks/equipment etc, then it will go to the technicians. Is that doable within the settings?
3. I will also need to integrate the form with Google as we use the calendar and email on outlook
4. Lastly I understand you don't do all the work but I am hoping you can help me structure it so it is something we can use every day. From a volume perspective we don't do more than two jobs a day and if we have a client with multiple locations we would do 1 per day or one per form. Hope this helps!

Hi Brad, 

Thanks for getting back to us. I've gone ahead and moved your questions to new threads to avoid any confusion. You can check out the answers to them here:

1. Which form is more suitable for me?
2. Need to set up a workflow for my form.
3. How to integrate with Google Calendar?

Reach out again if you have any more questions.

Thank you Bilal, I went ahead and changed over to a FORM vs the PDF that I had. The one thing that I am now confused about is there a way to take the new FORM I created and directly update to one of you APP's? Or do I have to create an app and essentially replicate the form in the app?

Hi Brad, 

Thanks for getting back to us. To clarify, are you referring to the Jotform Apps? If so, can you please share the link to your Jotform App so we can check it out? You can also update and replace the associated form in the Form element with your new one. Let me show you how:

1. Select the Form element in the App Builder and click the Gear icon.
   
2. In the General tab, click the Change Form button.
   
3. Select your new form in the Select Form window and click the Select Form button.
   

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

Let us know if you need any more help.