Need to hide field in PDF link included in Auto-responder email

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    hr587
    Asked on December 21, 2015 at 04:18 PM

    I have a form with an approval workflow built in which includes a password for the approving manager/owner.  The auto-responder email that notifies the form submitter that the form has been approved includes a pdf link to download the approved form.  The pdf link, however, is revealing the password that should only be known by the manager/owner, because that field is automatically being included in the pdf submission. 

    How can we leave the password field off of the pdf link?

  • Profile Image
    Kevin_G
    Answered on December 21, 2015 at 05:39 PM

    Hi,

    Thank you for contacting us.

    Yes , you can hide fields in the PDF report submitted, I have tried to do it and I can confirm it, to do it just go to the Submissions View and then there you can mark just the fields you want to show in the PDF file : 

    Hope this helps.

    Let us know if you need further assistance or need more help.

    Regards.

  • Profile Image
    hr587
    Answered on December 21, 2015 at 05:43 PM

    Isn't the submissions view just changing what I can see on my screen?  I need the link in the autoresponder email to create a downloadable pdf for the form user that only shows certain fields and their entries (and does not include the password field).

    After submitting this question I came across another forum answer which showed me how to change the pdf design by clicking "Get PDF" and then "Customize PDF".  I believe I have been able to make the needed change using this method.

    Thank you for responding.

  • Profile Image
    Kevin_G
    Answered on December 21, 2015 at 07:19 PM

    You can include the link to the PDF form in your email Notification/Autoresponder, when on the email page, click on Edit Link in order to add it to the email : 

    And yes, if you want to hide a field in the PDF file sent , you can do it on the Submissions View, or you can also customize the PDF report, Get PDF -> Customize PDF, and removing the fields you do not want to show.