Struggling to create a form that generates a new report every time it is submitted

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    alexandermorton
    Asked on July 09, 2021 at 11:00 PM

    Like the title says. I would like to create a form that when it is submitted will create a brand new report document (preferably a PDF) using the information given in the form. How do I achieve this? My goal is to ultimately have a form that has yes/no boxes. Depending on the way these have been ticked it will create a PDF document which has text on it that depends on the answers, I would also like to use Zapier to save this pdf in my sharepoint.

    Thanks for your time.

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    Amin_N
    Answered on July 10, 2021 at 04:52 AM

    Hi there,

    Thanks for reaching out to us!

    This is very possible by simply creating a PDF document in PDF Editor and associating it to your form. Submissions will apply into that document automatically.

    Related guide: Applying-form-submission-data-into-a-pdf-document

    As per integrating that PDF document to SharePoint, I'm afraid this is not possible. However, this is possible using other services such as Google Drive, Dropbox, OneDrive, etc.

    A full list of available cloud storage integrations can be found here: https://www.jotform.com/integrations/category/file-sharing-and-storage

    Should you have any further inquiries, we will be more than happy to help.

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    alexandermorton
    Answered on July 12, 2021 at 01:46 AM

    Hi I'm still confused and the video you sent me did not help me achieve what I want to. I need the submit button on a form to create a brand new pdf document every time it is submitted and fill out that pdf with information on the form.

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    Rosa_C
    Answered on July 12, 2021 at 04:45 AM

    Hi there,
    I understand that you want to create a different PDF depending on the Yes/No answer on the form.

    To achieve that please follow these steps:

    1 . Open the PDF editor-> Create two different PDFs

    2 . Create two autoresponder emails, attach the first PDF to the first email and the second PDF to the second email
    Guide: setting-up-an-autoresponder-email

    3 . Using conditional logic you can create a rule to send the email with the correct PDF based on user's answer.

    Guide: how-to-send-email-based-on-users-answer

    Please let us know if you will need any further help.
    Best.