Passing user choices to pdf document visibility

  • Profile Image
    everythinginorder
    Asked on September 05, 2019 at 10:41 PM

    How can I alter the exported pdf with the autorseponder email based on user choices? I have multiple choices and would like the final attached pdf to include fields based on user input. If I have large areas of text with conditional fields, how can I alter what shows?

    These are options which need to show in the final document based on user choices. If someone chooses no gifts at all or one gift the input needs to reflect choices with out showing other text such as:  leave to {gift2name} of {gift2address}, the following.....

    I leave to {gift1name} of {gift1address}, the following: {gift1}. If {gift1name} does not survive me, I leave this property to {gift1altname} of {gift1altaddress}.

    I leave to {gift2name} of {gift2address}, the following: {gift2}. If {gift2name}does not survive me, I leave this property to {gift2altname} of {gift2altaddress}.

    I leave to{gift3name} of {gift3address}, the following: {gift3}.

    Do I need to create separate field for each?

  • Profile Image
    BJoanna
    Answered on September 06, 2019 at 02:06 AM

    Please note that PDF report can not be changed with the conditional logic. 

    If you want to pass the field data to a Text field that will be shown in your PDF report, please check the following guide:

    Pass an Input Field to a Text Field

    However, if you want to show a different Text field inside of the PDf report biased on the selected option, you would need to create multiple Autoresponder Email and PDF reports. Then you would have to attach a separate PDF report to each of the Autoresponder Email. and set conditional logic to send the Autoresponder Emails based on the selected option. 

    Please check the following guide for more details:

    How to Email Different PDF Document Templates Based on Users' Answers

  • Profile Image
    everythinginorder
    Answered on September 07, 2019 at 08:32 AM

    Thanks for this info. If I include a form element on the pdf will it show if it is hidden using conditions?

    thanks again

  • Profile Image
    AshtonP
    Answered on September 07, 2019 at 09:13 AM

    The conditions you add in your forms will only work on the form level but not on PDF Documents. The only solution will be to Email Different PDF Document Templates Based on Users' Answers.

    I hope it is clear. Let us know if you have more questions.

  • Profile Image
    everythinginorder
    Answered on September 07, 2019 at 10:27 PM

    I have figured out a way to use shortcode calculations to pass fields to the pdf which don't show if conditions are not met. This way there is not extra/blank text in the actual pdf that is sent to the user (see attached pics). The only one I am not sure how to pass through using calculations and conditions is the input table. I need it to show in the pdf with only the fields entered so if there are only two input fields calculated, only two names and their values will show in the final pdf.

    1567909652Screen Shot 2019-09-07 at 10.11567909378Screen Shot 2019-09-07 at 10.2

    s

  • Profile Image
    Nik_C
    Answered on September 08, 2019 at 04:04 AM

    Well, fields in Input table will be shown only in fields that were filled:

    1567929672Screen Shot 2019-09-08 at 9.57\

    Do you want to show that information in some other fields?

    Since you cannot break Input table and show only fields that are filled. It will show the rest of the fields as well, the not filled ones (as in the image above).

    We'll wait for your response.

    Thank you!


  • Profile Image
    everythinginorder
    Answered on September 08, 2019 at 06:37 AM

    Yes, I would like to be able to pass the amounts through a shortcode so that beneficiaries 3-8 do not show if not filled. Is there a way to accomplish this outside of the input table using calculations? I still need it to equal 100%.

    I could start with a question of 'how many beneficiaries' and then create 8 different input tables and show just the one with the number that they choose. but would prefer to do this through calculations if possible.

    thanks

  • Profile Image
    jherwin
    Answered on September 08, 2019 at 08:01 AM

    Okay, so the goal is to hide those empty fields/blank fields in the input table?

    You can pull those data using form calculation widget: https://widgets.jotform.com/widget/calculation in the form builder. You can set those form calculation widget as hidden, you can then pull the data in the hidden fields using a text field in your PDF document.

    However, that workaround will display an empty space or white space in your PDF document if the hidden fields are empty or not filled. I think your second option is the best way to achieve your requirements. Ask the user how many beneficiaries they will add and then show/hide the input table based on the user's response.

  • Profile Image
    everythinginorder
    Answered on September 08, 2019 at 06:22 PM

    I have set up a question of 'how many beneficiaries' and then created 7 different input tables and show just the one with the number that they choose. I have set up a separate hidden calculation for each of the tables. I have put a condition on the first 4 input tables that if the value doesn't equal 100 to show a warning. 

    It is however showing the warning even if the value does equal 100. Attaching screengrabs.

    Thanks again for all your help!

    https://www.jotform.com/build/92455777059168


    1567981321Screen Shot 2019-09-08 at 6.211567981214Screen Shot 2019-09-08 at 6.131567981233Screen Shot 2019-09-08 at 6.13

  • Profile Image
    EltonCris
    Answered on September 08, 2019 at 07:19 PM

    That seems to be a message from the other calculation condition, not from calculation 2 since the field ID id_215 (field no. 66 in condition) is hidden when the calculation 2 value is equal to 100. And it is shown when the value isn't equal to 100.

    Anyway, the messages from the other calculation conditions appear because it was also triggered when the calculation fields are empty. Empty is considered not equal to 100. So to overcome it, try to include this in your IF rule;

    IF calculation field is filled, and IF ALL.

    Example:

    Please do the same for the other similar conditions.

    Let us know if this doesn't help.

  • Profile Image
    everythinginorder
    Answered on September 08, 2019 at 07:54 PM

    Thanks but that doesn't work. No change and this used to work as in this form https://www.jotform.com/build/92345906835162. Not sure why adding the filled condition would impact it since it is filled. 

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    everythinginorder
    Answered on September 08, 2019 at 09:00 PM

    I have a simpler test version here https://www.jotform.com/build/92506929456165/

    It works when I have one input table with calculation and warning message but not when I add second input table and calculation. Can anyone help me figure out why and a solution?

    thanks, Mary

  • Profile Image
    AndrewHag
    Answered on September 09, 2019 at 02:17 AM

    I checked your form 92345906835162 and it seems to be working fine. I am not able to see the warning message when the calculation value is equal to 100.

    1568009763test.gif

    Could you please check again and let us know?

  • Profile Image
    everythinginorder
    Answered on September 09, 2019 at 07:43 AM

    Yes, I used that as an example of it working with one input table. Why does it work with one but not when I add a second or third input table. Such as https://www.jotform.com/build/92455777059168 and here https://www.jotform.com/build/92506929456165/

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    jherwin
    Answered on September 09, 2019 at 09:00 AM

    I tested the forms you mentioned and the warning message/field regarding percentage is working as expected, please see my screencast below.
    1568033646testbeneficiary.gif
    Please try with another browser as well. That may work. Or, try clearing your browser cache and cookies for Jotform before opening the form.