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welcomehomesefardiAsked on February 10, 2021 at 9:19 AM
Hello,
https://form.jotform.com/210306193837050
I have 2 issues with this form:
In this form, I have a condition that shows the corresponding services depending on the contract type elected.
It works properly in the online form.
When the contract is completed, signed and approved, its supposed to send a pdf to me and the client.
Issue 1 - The pdf is showing all of the various services, and not only the elected ones. Here is the most recent contract pdf that I downloaded. The plan type is "Personal Assistance". The pdf should only show the green section but it shows the details for the other two service package types that were not selected (yellow).
Issue 2 - I am not reciving the pdf copy in my email. I have to go into the Jotform inbox and download.
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Sigit JotForm SupportReplied on February 10, 2021 at 10:26 AM
Greetings,
I cloned the above form and added a test submission data, I can't replicate the issue for the he pdf is showing all of the various services.
I received the PDF attachment from the notification email
And the pdf is showing all of the various services
Regarding "Issue 2 - I am not reciving the pdf copy in my email. I have to go into the Jotform inbox and download."
For now I have cleared your form cache. Kindly select the PDF file name, and on live mode/publish try adding a test submission data.
Please give it a try, and let us know how it goes.
Regarding issue-1, allow me some time to do some tests.
Regards.
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welcomehomesefardiReplied on February 10, 2021 at 10:34 AM
You did recreate the issue. I don't want the pdf to show all of the various services in the final copy of the pdf that I and the client receive. The final form should only show the description of the services that corresponds to the type of assistance package selected. If the pdf. was working properly, it would only show the green and not the red.
I'll try the suggestion for the 2nd issue and get back to you.
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Welvin Support Team LeadReplied on February 10, 2021 at 1:06 PM
The headers, texts, and images are displayed in the PDF regardless of the condition in the form. What you can do is create multiple PDFs for each service.
Next, create an autoresponder for each service. Enable the PDF attachment on these autoresponders and select the corresponding PDF.
https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email
Next, set up conditional logic to send the autoresponder based on the chosen service.
https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer
Note that you may need to upgrade your account to paid to create multiple email conditions and email templates.
Thanks
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welcomehomesefardiReplied on February 10, 2021 at 1:24 PM
Thanks!
Will JotForm know which pdf to use in response to the choices made on the online form?
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VincentJayReplied on February 10, 2021 at 5:20 PM
Hi,
After creating multiple PDF documents, you can choose the correct PDF document you want to send in the Advanced Settings of the email alert based on the user's answer.
Please check it and let us know if you have any questions. Thank you!
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welcomehomesefardiReplied on February 10, 2021 at 6:00 PMOK, I will work on this tomorrow and let you know how it goes.
Kind Regards,
Nichole Martínez Kruse
Founder & CEO
Calls, Text & WhatsApp +1 (619) 387-7918
WelcomeHomeSefardi@gmail.com
Welcome Home Sefardi
Hear me on the When In Spain podcast
episode:
Sephardic Roots – Jewish History in Spain & Sephardic Ancestry Citizenship
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welcomehomesefardiReplied on February 11, 2021 at 8:25 AM
I'm so busy with work....... Its taken me too many hours tinkering with these forms to get them right. Its so cumbersome and tedious to figure this out as I'm not an expert on this platform. Is there an way that I can pay to have them my documents set up the way that I want by one of the JotForm experts?
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Mike_G JotForm SupportReplied on February 11, 2021 at 8:49 AM
We would like to apologize for any inconvenience. However, we can only advise that you hire someone who knows their way with JotForm. You can also try finding freelancers on Upwork that can help you with your form requirements.
Feel free to let us know if you need any further assistance.