Dropbox integration: select PDF document layout to be used on the integration

  • gleninneswaste
    Asked on February 22, 2021 at 2:30 AM

    Hi, can you tell me how to get jotform to automatically add the pdf version of my webform to dropbox upon submission.

  • Richie JotForm Support
    Replied on February 22, 2021 at 4:25 AM

    Please note that the first PDF document will be the used in the Dropbox integration.

    In this sample screenshot, the PDF document name "test" would be uploaded to your Dropbox integration.

    1613985365 60337655d1cd5 1 Screenshot 10

    Unfortunately, it is not possible to select other PDF documents layouts to be added to the Dropbox.

    I have forwarded a feature request to our developers.

    Please note that we cannot give an ETA when this feature would be added or will it be passed however, once we have updates, you will be notified at this support ticket.


  • gleninneswaste
    Replied on February 22, 2021 at 5:39 AM

    Thankyou,

    Can you tell me how to change the name of the pdf as it appears in an email attachment and also in dropbox?

  • Rehan Support Team Lead
    Replied on February 22, 2021 at 5:52 AM

    Greetings,

    You can follow the instructions in the guide below to change the PDF document name.

    https://www.jotform.com/help/553-how-to-assign-a-custom-name-to-a-pdf-document-with-pdf-editor

    If you are referring to changing the PDF document tab name then you can simply click on it to change the name.

    1613991097 60338cb9cf493 card Screenshot 10

    Should you have any other questions then please let us know here.

    Thanks

  • gleninneswaste
    Replied on February 22, 2021 at 9:09 PM

    Hi,

    I have an integration set up with Dropbox and it is successfully saving the pdf files there which is great but can you tell me how to customise the name of the pdf. Currently it is saving the file as what appears to be a random number. Example below.

    "4897970170819827865 - submission.pdf"

    Best

    Mal

  • Rehan Support Team Lead
    Replied on February 23, 2021 at 12:48 AM

    Greetings,

    You need to select a field while setting up the integration if you want to assign a name to the PDFs in dropbox.

    1614059256 603496f887692 Screenshot 10

    The selected field will be used as the name of the field. Currently, you've not selected any option this is why the submission ID is showing up as the PDF name.

    Let us know if you have any other questions.

    Thanks

  • gleninneswaste
    Replied on February 23, 2021 at 11:39 PM

    Thanks for that.

    I have set this up to use a date picker field as the pdf name but it is using American Syntax EG "mm-dd-yy.pdf"

    Is it possible to change this to Australian EG "dd-mm-yy.pdf"

    or better still customise it to be reverse dated - EG "yy-mm-dd.pdf"

    Best

    Mal


  • Rehan Support Team Lead
    Replied on February 24, 2021 at 12:59 AM

    Greetings Mal,

    I've created a new ticket for your question. You'll receive a response shortly on the link below.

    https://www.jotform.com/answers/2920827

    Thanks