PDF Template

The PDF template automapping function in Compose enables you to map the questions you have added to a form, with an uploaded PDF template. To use this automapping function, the field titles you add in a PDF template have be identical with the question alias added to a form, and hence the PDF field titles have to meet the requirements of the question alias in the form builder.

In other words, the PDF field titles have to start with a lower key letter, only include English characters and not be longer than 40 characters. See example template below.

When you have created a PDF template meeting these requirements, please upload it to Compose, and it will be available to use in a workflow.
Click upload PDF Template in the top menu, then Browse to find the correct PDF Template.

When the correct PDF template has been selected, please enter the name you wish to give the PDF template and click Done. When the PDF template has been successfully uploaded, you may use it in any workflow you could like (as long as it is in the same repository).

Add question alias in Form builder

Create or open a previously created form. In the form builder canvas, select one of the questions you would like to connect to the PDF template. In the questions properties panel on the right you will find the Alias input field. Enter an alias matching the PDF template field.

Repeat this for all the questions. When all changes have been made, save the draft and create a version of the form. You may now use the form in a workflow, where you can automap the question elements with the PDF template.

Automapping in a workflow

Create or open a previously created workflow. The workflow has to include a form with question elements tagged with aliases, a PDF template with titled fields and an activity collecting the generated PDFs.

Click the PDF template in the Workflow builder canvas. The PDF Template properties panel will appear on the right side. Browse to find the uploaded PDF template.

Select the PDF template you have uploaded and click Ok.

When you have connected the PDF Template with the PDF template Activity, Click Map PDF Fields.

This will open a popup. All the fields from the PDF template are listed as Input Variables. To automatically map the PDF template with form questions, press Automap by Alias.

You now get a list of all the workflow elements available for selection. If you have followed this example guide, you will only have one available option. Select the Form Activity, then click Ok.

The PDF Template fields are now mapped against the form questions, and the list is filled with Input variable values.

Manually mapping question options

If any of you questions are single select or multiple select questions, these are not mapped. The reason for this is that the automap function maps questions, and not question options. If any of the input variables are not mapped, you have to map these manually.

Manually map the question options by selecting the input variable in the list. Then select Value From Workflow and Browse to find the question element.

View the questions in the Form Activity by expanding the Form Activity. Then select the question including the option you want to connect to the PDF template field from the Input Value list.

The PDF field is now connected with the question, but to connect it with the correct option you have to add a script to the Input Variable. Make sure the Input Variable is selected then press the Edit button.

Enter a script in the script box then click Ok.

The question selected here is a single select question and this script includes one of the questions option value (in this case 1). If this option is selected in the form, this field will be checked of in the PDF. If not this field will be left open. Note: Make sure to enter the correct PDF template export value, in this case “Yes”. Check you PDF template to find your export value.

You have to do this for all the Input Values representing a question option, substituting with the correct option value in the script. When all Input variables have been mapped, click Ok.

The PDF template is mapped when the workflow is saved and you have created a version it is ready for testing.

When a respondent fills out the form, and completes the workflow the PDF template Activity will generate a PDF with the answers from the form.

Generated PDF