Are you looking for ways to convert gravity tables to PDF? That is, how do I link some or all of the information submitted by the form to the PDF template? This feature can be useful for everything from applications to contracts, other legal documents, and more. Instead of wasting time on paper forms or unstructured data, you can create a form, collect all the information you need, and connect to PDF documents immediately. If necessary, you can also collect the actual signatures. This tutorial will step by step demonstrate how to convert gravity forms to PDF without any technical knowledge. The
The following is an example of a filled PDF that can be generated in a gravity forms submission until the end of the post. How to export gravity forms to PDF using a populable PDF template. Now let’s take a step-by-step guide to how to start creating a custom PDF using gravity forms. To set it up, you need help from a third-party gravity forms plug-in. Although there are several options to choose from, they are easy to use, support main functions such as signature and conditional logic, and can include PDF in confirmation and notification, so this tutorial will use the pluggable PDF plug-in of forgravity. The
In addition to the plug-in, you also need a PDF document that can actually fill in the content to be added. You can then use the plug-in to map the fields in the form to the fields that can be populated in the PDF document. I’ll show you how to create a document. To get started, make sure you have installed the core gravity forms plug-in (our comments) and forgravity’s fillable PDF plug-in. Go through it… 1. Create a fillable PDF document if you do not have a fillable PDF document to use, the first step is to import the document. If you want to create an existing form (such as a w-9 U.S. tax document), simply the createable version of the existing document. However, to use a custom PDF template, you must create a template. The
To do this, you can use any tool to create a populable PDF. Here are a few good options. Adobe Acrobat – for a fee – this is a very flexible option, but not free. Here is the tutorial Pdfescape – free \/ fee – simple browser based tool without watermark. JotForm – free \/ fee – browser based user-friendly tool, but the free version adds a JotForm watermark to the bottom of the document. The following is an example of a free JotForm editor. Male 2 If other documents are added as composable PDFs for WordPress templates, you can perform all other operations on the WordPress dashboard. The
To get started, navigate to forms → pluggable PDF → templates. To view the settings, you must first enter a license key. Then add a new template. Male specify the template name to remember, and then upload the fillable PDF file prepared in the previous step. Then click create template. Male 3 Set the form to gravity, and now do the rest on the gravity forms interface. To get started, create a new form to link to a PDF that can be populated or edit an existing form. Make sure that all fields that you want to map to the information of the PDF that can fill the form exist. The
Forms can be created manually. The agency license of pluggable PDFs includes a built-in PDF import function, which can automatically generate new forms according to the fields in the PDF (learn more here). The following is an example of a form that can fill in the PDF above: Gravity forms signatur
You may know that you are using the E field to collect the actual signatures to add to the PDF. Male 4 After you have prepared the pluggable PDF seed setting form, go to settings → pluggable PDF and connect the form to the PDF template. Then click new to create a new PDF seed to populate. The
Male specify a name to remember, and then select the template added in step 2. This opens several new options. Form field mapping must first map the fields in the form to the fields that can be filled in the PDF template. To do this, click the field mapping button. A pop-up window will open to view the real-time preview in PDF format. To map fields, simply click the PDF field where you want to map form fields. The settings will open in the sidebar. Male then you can select the form field type: malethen use the drop-down menu to select the actual form field. In this case, select the name field. The
Male repeat the same process to map all fields in the form. If you use a signature field, the fillable PDFs plug-in inserts the actual signature in the field. In addition to mapping form fields, you can also map item metadata or merge tags. For example, to fill in the date field, you can let the user select a date from the form, or you can automatically fill in the field (item meta) using the date the user submitted the form. After mapping all fields, click the apply and close buttons. You may want to configure the output file name to end other general settings to configure the date (you can use the merge tag). You can also choose to attach the generated PDF file to one or more notifications. The
Another useful option is conditional logic. You can decide whether to generate PDF based on the gravity forms conditional logic system. This opens up two useful possibilities. You can… Generate a PDF only when the user responds to the form in a specific way. Use different PDF documents according to how users respond to the form. You can create multiple populable PDF seeds and apply them to various scenarios using conditional logic. To configure the advanced settings configuration additional options, go to the advanced settings tab, which populates PDF seeds. The
This is an optional setting. You can: To view or change the PDF, set the password. You can use merge tags here, for example, to set the password to be the same as the user name or to allow passwords to be added when the form is submitted. File permissions that control what people can do with a document. Enable \/ disable public access (if public, anyone can the generated PDF). Delete interactive form fields. If you edited the project, regenerate the PDF file. When you have finished selecting, you must click the Save Settings option at the bottom. The
5. (optional) based on viewing the PDF link, it demonstrates how to attach the completed PDF to some \/ all of the gravity forms notification. Another option is to allow users to the form immediately, including the link in check form. To add this feature, you can set up a regular gravity forms confirmation, and then use the pluggable PDF’s merge tag to include a link. Male 6 Test! It’s almost finished now. Test whether the form works normally. Submit the test form. If a merge tag is added to the confirmation, a link to the able document must be displayed. And then the form field of PDF must display information. And that’s all! You just learned how to populate the gravity forms PDF template. Now convert the gravity table to PDF
