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How do I autopopulate a reference/link to a completed form's PDF?Asked by Bazeck on May 24, 2016 at 06:27 PM
I know how to send a link in one of the auto emails, but I want the PDF itself (or ideally, certain fields of a PDF) to appear in a form.
It would work like this:
Abby fills out Form 1, agreeing to be at a meeting at a certain time.
Bob receives notification that Abby has agreed to a meeting, and is directed to Form 2, where he can agree to the meeting that Abby initiated in Form 1. I've wired it up to auto-populate other fields, given info from the first form, but can't solve how to automatically include the PDF of Form 1 in Form 2. I'd like Bob to just be able to indicate that he agrees to all the terms proposed in Abby's Form 1 PDF, add his signature, and be done. But, I want the original FORM 1 PDF to be displayed if we were to print out a PDF of Form 2, to verify they really did agree to exactly the same terms.
If I understand you correctly, you would like to capture the PDF report of Form 1 and place it in the notification of the second form. Directly this is not possible.
I did some testing if I was able to accomplish this by recreating the PDF report link of the fir form and placing it in the second.
In the URL of the first notification, I added the ID of the submission.
In the second form I placed a new text field PDF LINK. This will contain the submission ID of the first form.
Once we have have the ID, we can now recreate the PDF link of the first form.
You can just place this in the notification. When you or the users receives the email, he will get the link of both reports.
Please let us know if this helps.
Thank you for taking a shot at this, however, my question is not about sending an e-mail with the link to the PDF, but rather having the PDF appear in the second form. The goal is to prove that the user is agreeing to the same thing that we saw.
Unfortunately, it is not possible to automatically display the PDF submission generated by Form 1 to Form 2 as a document. The PDF submission needs to be downloaded first. That is why my colleague provided a download link for the PDF submission directly on the email notification that should be sent to "Bob".
The email that "Bob" will receive with the PDF submission from Form 1 will be the proof that there's a submission made in Form 1. He then needs to review the downloaded PDF submission and decides to fill out Form 2 depending if he agrees with the submission in Form 1.
I hope that helps.