How can I hide form fields in PDF?

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    ctalmadge4
    Asked on December 16, 2020 at 10:59 AM

    I am in Insurance and working on a 'proposal' for our renewals to send to clients for their homeowner's renewal. If they have other policies with us, then we can select which they have and have those other sections display for us to include those in the proposal. If they don't have them, I don't want them to appear. It works great in the form when we are completing it, but I am having a hard time with the pdf. The headings display even if those policies are not selected.

    I tried to create a workaround solution. In the Flood section, I deleted the Heading and inserted a short text field, where I inserted 'Flood' as the default value and made it read only. I included this field in the Hide/Display logic and thought I could change the font on the pdf to have the same effect but can overcome the challenge if headings were the issue. Unfortunately (and surprisingly), this is still not working.

    I need to be able to make this work as it costs time to have to edit each pdf to make it presentable to our clients. Please help, and thank you :)

    Charles

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    Zahra_S
    Answered on December 16, 2020 at 11:42 AM

    Hello Charles,

    We apologize for the inconvenience it has caused.

    You can mark the field "Hide Empty Form Fields" in PDF Editor Layout Settings. It will hide all fields which are not filled by the user. This will be applied when you preview or download the form.

    1608136834_5fda3882d05dc_hide-empty-form


    I hope this helps.

    Let us know if you need further assistance.





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    ctalmadge4
    Answered on December 16, 2020 at 12:38 PM

    Thanks - I had already marked that field for this reason. I just checked again, and it is checked, but those fields still display.

    Also, why if the Flood Insurance text field NOT displaying in the pdf? If that worked, then I could use it as a solution.

    Thanks.

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    Welvin
    Answered on December 16, 2020 at 03:07 PM

    The field with the default value is considered filled. That is why it is not hidden in the PDF document regardless of the condition. The workaround here would be to do the following:

    1. Create multiple PDFs based on the Policy.

    2. Create multiple email templates, still based on the Policy. You can enable the PDF attachment on each template, and choose the appropriate PDF document.

    3. Set up conditions to send an email based on the chosen Policy.

    https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    If you need to send a copy of the PDF document to the responder, create an autoresponder email templates and set up the same conditions.

    https://www.jotform.com/help/547-how-to-email-different-pdf-document-templates-based-on-users--answers

    I hope that helps.