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Checking the Save PDF option for a form/flow saves a a PDF image of the form/flow in the ' submission repository. This generated snapshot is a basic PDF rendering of the form/flow.  You can generate additional PDFs' as part of your form/flow, if required. For Example, new employees hired by a company are typically asked to fill out federal forms such as a W-4 or an I-9. ' Pixel Perfect PDF generation feature allows you to design a form/flow with fields that capture the information needed and integrate the data from the e-form controls to an acroform PDF. adds all generated PDF forms to the document set of a completed form/flow. See Submissions for more details.


 

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If you cannot find an acroform to use, there are tools available to create one. PDFescape is a free pdf editor that can be used to create a pdf with writable fields. Refer to the mapping rule guide lines in the table below.

Warning

The tool that Adobe uses to create PDF's does not support integration with third party software. Use PDFescape to generate acroforms for mapping with Live Forms.

Some acroforms may not have a writable field for all of the data that you want to collect. For example, the signature field on such forms as the I-9 or W-4 acroforms. The Employee On Boarding form/flow collects information to populate the W-4 PDF after the new employee completes the  screen flow. Another step of the flow asks the new employee to review the PDF and sign if the information is correct. Mapping the  signature to the generated PDF cannot be accomplished unless there is a writable field in the W-4 template. You can use a PDF editor  such as PDFescape to add a writable field for the signature to your acroform template.  signatures are treated as images that can be mapped to text fields so be sure to add the acroform field as a text field. Upload the modified acroform as your PDF template.

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PDF acroform (non-flattened) that comes from a frevvo submission is external to .  There is no way to save changes to the pdf unless the submission is edited, changed and re-submitted.

Info

Fields are not editable if you open the PDF with Adobe Reader. Use Adobe Acrobat Pro (Trial) or Chrome's default PDF Reader, if possible.

The uploaded template will be added to the list of the PDFs to be generated.

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You can set up logic for the PDF via a precondition that will control when the PDF will be generated or it can be used to skip the PDF entirely. For Example, currently the only way to disable a template is to use a precondition that always evaluates to false and it will be skipped.

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PDF forms are generated as the last step(s) of a form/flow or when the Form Viewer control is clicked. All other activities are completed prior to the execution of any form generation activities. PDF forms are generated by using the mapping meta data entered by the user to map the e-form field data into the PDF's acroform fields. Precondition properties are supported for form generation activities and operate in a standard fashion, i.e. if the precondition evaluates to true, the activity executes.

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When mapping selection controls, you will see the name of the control and the options for that control in the mapping choices. The option values will be listed as ControlName.OptionName?.  As an example, let's take a look at the Eligibility field on the I-9 Employment Eligibility federal form. A radio control to collect the eligibility status from the new employee in the Employee On Boarding form/flow is shown in the image:

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The option/label values for the radio control in the e-form are:

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A simple work-around  is to put a control by the same name into the second form and uncheck the visible property. Then add the same rule to the second form to populate it. Workflows designed using Linked Activities, should not exhibit this behavior.  Linked steps in flow are like a single form broken into pieces. Flows using this design pattern have a single schema which includes fields from all its steps. So when fields from a flow are mapped to a PDF, there is nothing like future fields from the PDF point of view. It is mapped to the controls in a single schema or document.

 

Adobe Reader Issue with Grouped Check Boxes

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A user who selects the Head of Household radio button in the Live Form will see that option checked if the mapping is done correctly.

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Acroform Field Names with a #

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When the generation of Pixel Perfect PDFs for your form/flow is completed, and you have saved the updates, click on the  Test icon and run the form/flow and submit it. When you get to the form with the Form Viewer control, be sure to check the generated Pixel Perfect PDFs such as the W - 4 etc.

Info

If you are using MySql and you are  running/submitting a form/flow with a large acroform, you may see this message:


 The default value of max_allowed_packet configuration parameter may not be large enough. See this documentation for the solution.