How can I choose which elements of a form will go into PDF reports generated?

  • tomislav.mamic
    Asked on September 22, 2019 at 10:34 AM

    My form has elements which I don't want to put into PDF. I want these elements only to be visible in sheet. How do I set this up as a global setting for all PDFs generated for that form?

  • John Support Team Lead
    Replied on September 22, 2019 at 10:53 AM

    Hi @tomislav.mamic,

    In the PDF editor, you can remove the fields that you don't want to appear in the document that your users will receive by just deleting it from the PDF.

    The changes will be applied to both existing and future submission PDF documents.

    You may also refer to this guide on How-to-Customize-PDF-Submissions-Report.

  • tomislav.mamic
    Replied on September 22, 2019 at 11:01 AM

    I tried that but it automatically added missing fields to the end of the PDF.

  • John Support Team Lead
    Replied on September 22, 2019 at 11:17 AM

    I assume that you clicked "Yes, proceed" when you try to re-open the PDF Editor. Please note that clicking the said option will update your PDF Document.

    The editor will assume that you have accidentally deleted some fields so it will update the document and re-add the missing fields into the PDF.

    How can I choose which elements of a form will go into PDF reports generated? Image 10

    So to retain the changes you have made and prevent the editor from re-adding the deleted fields, just click "Cancel".