mcbatman92Answered on October 25, 2023 09:57 PM
We use a jotform to speed up the onboarding of clients. The form is quite complex with a lot of conditional logic - for example, if I select "service A" then a page gets shown with details about Service A.
When I hit submit, I want a copy of this form to be emailed to the client. However, all of the fields present in the form appear on the PDF version. I want only the fields which would be present in the form to be shown ie the PDF needs to follow conditional logic of the form.
How can I make this work?
mcbatman92Answered on October 25, 2023 09:59 PM
For example, client wants Services A, C, &D.
If I send all the fields then they call me about Service B which they never asked for.
Angeli JotForm SupportAnswered on October 26, 2023 03:01 AM
Thanks for reaching out to Jotform Support. The conditions you created in the form can't be applied to the PDF document. So, it's not possible to hide the conditionally hidden fields in the PDF. As a workaround, you can create multiple Autoresponder emails and PDF Documents and just send the corresponding one based on the form answers. Let me show you how
- In PDF Editor, click on +New PDF and select New PDF Document.
We also have a guide about How to Email Different PDF Document Templates Based on Users' Answers that you can check out.
Give it a try and let us know if you have any other questions.
mcbatman92Answered on October 26, 2023 07:58 PM
Hmm Ok thank you.
Unfortunately the idea of creating multiple PDFs wouldn't work, as usually the client signs up to a combination of services and it would be too many variations.
We complete the onboarding form with the client present. It's a conversation with the client.
All I want is for a copy of the form to go to the client, as it was presented to them. This seems like quite a common use case. Is there really not another option?
Carrissa JotForm SupportAnswered on October 26, 2023 10:34 PM
Thanks for reaching out. Unfortunately, conditional logic can not be applied to the PDFs in the PDF Editor. You can only apply the conditional logic within the form. If the question or image is set up to be shown conditionally in the form then it will be shown in the PDF as well.
While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.
Reach out again if you need any other help.
mcbatman92Answered on November 02, 2023 09:37 PM
For anyone else reading this, we have gone to the elaborate method of using Make to get this to work but are still having issues
It seems bizzare that there's no native way of just emailing the client a copy of the form as it was filled out. This seems like it should be a core feature.
Ravi_g Jotform SupportAnswered on November 02, 2023 11:53 PM
Thanks for getting back to us. Just want to let you know, it is possible to send the copy of the form to be emailed to the user as soon as form gets submitted. You just need to add the Autoresponder email in your form. It is really easy to do that. Let me show you how to set that up:
- In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
- In the menu on the left side of the page, click on Emails.
- Now, click on Add an Email.
- Next, select Autoresponder Email.
- Customize the options the way you want them and you’re done.
Now, your customers will get an Autoresponder Email after they fill out your form.
What my colleague means to say is, at a moment, it is not possible to apply the condition logic in the PDF Document. However, if you enabled the "Hide empty form fields"option in your PDF Document, it will only show the fields which are filled out at the time of submission.
The only issue will happen, if you have paragraph fields which are going to be shown based on conditional logic. Because we can not apply the conditional logic in PDF Document to show or hide the paragraph field.
As we enabled "Hide empty form fields" option in our PDF Settings, by default the Hided field will not get any value, and it will not get shown in the PDF version of the submission.
If you don't have any paragraph fields to be shown based on condition, I believe your PDF Document will work fine as it should be.
Reach out again if there’s anything else we can help you with.
Andrew_WoodsAnswered on November 20, 2023 09:48 PMNot an answer but I've been scouring threads over quite some time to find a simple way to do this. As mcbatman92 stated this should be a core feature for any dynamic form. As soon as I find a Form Provider that can do it I'll be jumping onboard like many others based on how many threads for similar there are!
Shane JotForm SupportAnswered on November 21, 2023 02:36 AM
Thanks for reaching out to Jotform Support. I answered your concern on a new thread. You can go ahead and check that out here.