PDF Document: Generate and display chart based on the calculated value of form field.

  • pbrickne
    Asked on March 19, 2019 at 9:12 PM

    I'm working with a number of businesses who are looking for some way of building  PDF report based on an individual submission - a way of customers doing a self-assessment or capability-maturity report. There's only a couple of companies out there who do provide this but they are directed towards large enterprises - so there's a real gap in the market for something that's aimed at a wider market.

  • Jed_C
    Replied on March 19, 2019 at 9:18 PM

    Jotform offers the PDF-editor feature in all subscription level including Free version. To know more about PDF-report creation, please check our guide here https://www.jotform.com/help/384-How-to-Customize-PDF-Submissions-Report.

    If you are interested with other types of reports, please check this link https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm.

    Let us know if you have any questions or if you need further assistance. 

  • pbrickne
    Replied on March 22, 2019 at 3:15 AM

    Thank you for point me to the odd report generator.  Well done to the team for developing that. It goes a long way, but still misses the conditional text.

    I.e. depending on an entered field or calculated result specific text is shown. The other thing is to show a chart or pie chart based on calculations given by a customer. 

    So you could show...

    Based on your results of tick boxes there's a chart to show which jotform subscription plan is relevant to a customer and then show the text about that particular plan.

    For me, I would like to capture what aspects of a new career a customer wants. Calculate a score and then only show details on the career choice that best fits the aspects important to the person.

    I can see I can do calculations with the online form but can't the do any conditions on what text to show in the report.

    Any suggestions or workarounds?



  • Ashwin JotForm Support
    Replied on March 22, 2019 at 3:50 AM

    Unfortunately it is currently not possible to dynamically generate a chart based on the calculated value of form and display in submission PDF. 

    I am creating a feature request ticket and forwarding it to our backend team. We will get back to you as soon as we have any update on this.

    For now, I would suggest you to please take a look at our "Visual Report" and see if that fits into your requirement. Alternatively, you can export your submission in excel and then generate chart based on the submission data. The following guide should help you:   https://www.jotform.com/help/73-How-to-Download-Form-Submissions-as-Excel-CSV-PDF