Fill in PDF Template

Upload a template of a PDF and dynamically fill it in with your content

Overview

A common problem in field data collection is filling out PDF reports dynamically. The fill in PDF component allows you to utilize your own single and multi-page PDFs based dynamically based on your needs.

Upload PDF Template

Upload a template under Settings -> File Management. When uploading a PDF, select PDF as the type and then select Make available as a template option. This will make the template available in the app builder.

Configure the PDF component

To configure the PDF component, click on the component in the builder to open the component options window. From the dropdown, select the PDF Template that you want to fill in.

Drag the icons to create dynamic fill locations

Options (in order)

• Text

• Image

• Circle

• X

• Checkmark

Once you drag the icon onto the template, you can click on it to resize it, move it, and change it's name. When you change it's name in the template, it will change the inputs name on the component

Input data to fill out template

On the component on the builder, a new input will be created for each item that has been dragged onto the PDF. When you input data into the PDF builder component the data will be saved in the component until you trigger to generate the PDF. You can override the data that's held by the component at any time by inputting more data.

You can input both the trigger and data to fill the PDF at the same time as part of the same batch

Generate the PDF with trigger input

In order to generate the PDF and output the PDF data from the component. You must input any data to the trigger input. This will generate the PDF and output the PDF. A common use case is to use a button tap from a UI component.