OneDrive Integration Not Showing Completed Form

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    erlebc
    Asked on March 25, 2021 at 11:58 AM

    I have some forms that once submitted I have configured for the submitted form to be sent in PDF form to OneDrive. The specific form I am referring to here is called Consent To Treat. The process is being completed, but the form itself does not contain the submitted data. It contains the blank form, but it does not have the form filler data in it.

    Also, the format of the autoresponder is not what I would have expected either. I get in the body of the eMail the fields I filled out, but nothing more, and while the PDF format of the submitted form is included as an attachment, it is not filled out either. I am not sure why the form fields are not filled in on the PDF.

    Does this sound like a configuration error on the settings perhaps??

    Screen cap below of OneDrive output

    Screenshot
  • Profile Image
    erlebc
    Answered on March 25, 2021 at 05:32 PM

    I was checking in to see if you guys have had a chance to look at this yet? If I cannot store the completed forms in OneDrive then this integration will not help us. I am hoping it is a simple configuration oversight or misunderstanding. Thank You.

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    Anthony_Evans
    Answered on March 25, 2021 at 05:37 PM

    Hello erlebc,

    I apologize for the delay, I am currently conducting some tests.

    So far I have created a clone of your form and attempted to make a submission. I have verified that the submission completed successfully.

    Next I will configure a OneDrive integration and attempt to reproduce the issue you're facing.

    I will respond shortly. Thank you for your patience and understanding!


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    Anthony_Evans
    Answered on March 25, 2021 at 05:41 PM

    So it appears that there may be a misconfiguration in your OneDrive Integration.

    1616708459_605d036b53725_chrome_KedA9Vdw

    Please edit the configuration for OneDrive, and select either of the New Document 1 PDFs instead of the Original PDF.

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    erlebc
    Answered on March 25, 2021 at 05:44 PM
    Thank You for your response.  Knowing the issue is being investigated
    helps.  Thank You.
    Brian
    ...
  • Profile Image
    Anthony_Evans
    Answered on March 25, 2021 at 05:45 PM

    As for the Emails, you must select which PDF you would like to send.

    1616708678_605d044645b73_chrome_FOnfhmRC

    I see the PDF Attachment is enabled, but no PDF is selected.

    Please let us know if there's anything else we can help you with!

  • Profile Image
    erlebc
    Answered on March 25, 2021 at 08:43 PM

    Thank You for your responses. I was thrown a little by the language on the PDF attachment which says "The original PDF WITH form submission data". I read that would be the form with the included submission data on the PDF itself, but I get it.

    I have to admit however, that I am struggling with getting the PDF to look correct. All of the form fields are shown on the PDF, but if I have added any new fields like I have (Name, eMail) the data is included on the submitted form, but those added fields do not show their associated labels. In this case, the form is very brief and it is obvious what the fields are, but on other more lengthy forms I will definitely want the labels to show up on the completed form.

    I was in the PDF editor and was looking around in the field settings, but I was not seeing a reason why the labels for the added fields were not being printed to the form. Additionally, the signature field, when filling it in has this little vertical bar which prevents writing in the entire field. I did not see where I had the field at a fixed length or some other setting which restricts how wide the field should be or restrict what area could be written into. One other bit of information, is that I witnessed this when I attempted to fill in the form within a Pop-up that I created on my site. However, the width of the popup shows the entire form quite comfortably and I would not think would contribute to why the signature field would restrict the width for this form.

    P.S. Will this integration with OneDrive or for eMail notifications show every single submission that is completed as an option to send to OneDrive or eMail?

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    Laura_L
    Answered on March 26, 2021 at 06:49 AM

    Hi,

    When you are referring to associated labels, are you meaning to the blank spaces on the original PDF form, to where the form fields are connected to, or something else?
    If you are referring to these fields, by clicking the field twice, you will see where they are on the PDF, and if they are not yet connected, you can add connections.

    If this is not what you are referring to, could you elaborate on which labels are you referring to exactly?

    Regarding the signature field, would you want to make the field wider on the form?
    Are you currently embedding the form on your website, and if so, which embedding method are you using?

    Once the OneDrive is integrated, every submission will be synchronized to your OneDrive account.
    The email notifications will also send every single submission to the configured email. However, if you want to, you can configure set rules to send only specific submissions based on the user's answers as emails.
    How-to-send-email-based-on-users-answer

    Let us know if you have other questions, and we are happy to help!

  • Profile Image
    erlebc
    Answered on March 26, 2021 at 08:22 AM
    What I am trying to indicate about the PDF which gets submitted to
    either an eMail notification or through the OneDrive integration is that
    I added a few fields like Name, eMail which were not a part of the
    original PDF document which got uploaded. Through the Smart PDF Editor I
    added those fields, and dragged them down to the location where I wanted
    them to appear on the form.  That is all working.
    Continuing to use the Consent To Treat form for my example here, when
    someone fills in the form their name and the eMail is printed on the
    form, but what does NOT appear are the labels for those fields.   The
    signature field and date fields were original to the PDF file and as
    such already show a label.  The Name and eMail fields were added and
    have labels, but those field labels are not printed to the newly created
    PDF form when submitted.  I need to understand why those field labels
    are not shown.   I've added a screen shot of a recent test I submitted
    as the form resides on OneDrive.  As you can see the name and eMail data
    is shown but not their associated labels.  Let me know if this clarifies
    the point I am trying to make.  Thank You.
    Brian
    ...
  • Profile Image
    Anthony_Evans
    Answered on March 26, 2021 at 11:40 AM

    Hi Brian,

    The "Original PDF" in PDF Editor, already has labels for signature and date, so the system won't try to re-add them, so adding new fields won't be added to your Original PDF either. You have two options to display the labels:

    1. You can replace the Original PDF with an updated version that includes the labels for your new fields.
    2. . You can use the New Document 1 in place of your Original PDF.

    I will walk you through option number 2, since it doesn't require creating anything new. Please follow this animated guide to change which PDF is sent in your integration.

    1616772734_605dfe7e4d84c_

    Next we will make sure that the New Document 1 is sent with the Autoresponder as well.

    1616773076_605dffd46b90e_90vSoOcvE4.gif

    Repeat this step for the Notification email as well.

    That should deliver the new PDF that includes all labels!

    Please let us know if there's anything else we can do to help!

  • Profile Image
    erlebc
    Answered on March 26, 2021 at 08:44 PM
    OK, the results in eMails and OneDrive are inconsistent.  I will
    demonstrate here with my HIPAA Agreement Form which has Notification
    eMail as well as OneDrive Integration.  The PDF file which is included
    with eMail notification looks like this:
    However, the OneDrive PDF file that is uploaded looks like this:
    This is what I am talking about No Labels on fields I have added to the
    PDF.  Why doesn't the Date field, or the eMail field have their labels
    with them??  Or why is the version of the PDF uploaded to OneDrive
    differ from the one in the eMail notification?  There is only ONE
    version of the document to choose from for either the eMail
    notifications or OneDrive so I do not believe I am confusing versions or
    editions of the document to be included.  Please help me understand why
    we have these formatting differences.  Thanks.
    ...
  • Profile Image
    Kenneth_C
    Answered on March 27, 2021 at 03:55 PM

    Hi there,

    Though you have imported a PDF to which your form fields are mapped into, You also have the option to create a PDF document in the PDF editor, that's why when you set up the PDF attachment on your email notifications, you are given a choice to attach the "Original" or the "Newly Created" PDF.

    Now, the same thing happens on the integration, just make sure to select the right PDF to send out.

    Best.

  • Profile Image
    erlebc
    Answered on March 27, 2021 at 04:44 PM
    I'm sorry you are not seeing this, but if you check there is ONLY 1 PDF
    and that is the original one.  Please check this to confirm for the
    HIPAA Agreement form.   I understand your advice on choosing the correct
    PDF, but when there is but one to choose from for this form, then why do
    i see 2 different forms of the PDF sent (1 for eMail and a different one
    for OneDrive).  I sent screen shots to demonstrate this to you earlier. 
    Please check the form.
    ...
  • Profile Image
    Kenneth_C
    Answered on March 27, 2021 at 06:28 PM

    Hi there,

    If you go to the PDF Editor page you should see that there are other PDF documents presents:

    1616883951_605fb0ef8bcbe_b1.png

    However, I check your integration and Email settings and the "Original PDF" is the selected document.

    Now, let us test whether the issue would persist, if you delete the current email notification and create a new one, as well as, removing the OneDrive integration and create a new integration.

    Let us know how it goes.

    Best.

  • Profile Image
    erlebc
    Answered on March 29, 2021 at 08:33 AM
    I would have sworn on a stack of Bible's that there was, but one choice
    for the Integration and that it was showing the original, but I do see
    what you are pointing at, and I tested it just now and the proper
    document is showing up in OneDrive so that is what is important.  Thank
    You for staying with me on this one.  I appreciate your diligence.
    Brian Erle
    ...
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    Jovanne_A
    Answered on March 29, 2021 at 09:56 AM

    Hi Brian, thank you for taking the time to update us.

    We're glad that the issue has now resolved. Let us know if you have further questions.

    Thank you.