PDF Forms

Introduction

One of the more exciting features of Form.io is the PDF form platform. This system allows you to take any existing PDF form document and upload this into the Form.io platform where it is then converted into a JavaScript-powered HTML webform where it can then be utilized in the same way as our standard form renderer. This system provides an elegant alternative to the typical cumbersome PDF email workflow that everyone dreads receiving within their email inbox. With the Form.io PDF platform, the entire PDF process can be consumed on the web while at the same time extracting the data of those PDFs into an API-driven interface for easy integrations.

PDF Offerings

The Form.io PDF Solution is a powerful tool with two options: PDF Basic and PDF Plus. Explore each option to identify which one aligns most effectively with your specific requirements

PDF Basic

PDF Basic enables the ability to print and download webform submissions as a PDF output. This feature is available on the SaaS offering @ portal.form.io or the PDF Basic add-on for self-hosted deployments.

Deployment Documentation

PDF Plus

PDF Plus enables PDF-First forms, where a PDF can be uploaded as a pixel-perfect background to then build a dynamic form that overlays the background. This is available on the SaaS offering @ portal.form.io with a subscription to a Self-Hosted configuration that includes PDF Plus.

Deployment Documentation

PDF Template Designer

Design the output of PDF downloads of your webform submissions. These template designs can take the data from your webforms and output the data into a customized PDF for things like receipts, mailers, contracts, quotes, etc.

Template Designer Documentation

Digital PDF Forms

Convert traditional PDFs to JSON-driven webforms with pixel-perfect backgrounds by adding digital components on top of the PDF background

PDF Conversion

The PDF Plus offering also enables the auto-conversion of Digital PDF Forms in two capacities:

• Fillable PDF Form: If a PDF has existing XML data and fields on the form in a standard format, the fields will be converted to a JSON Form.io form. This is available on the SaaS offering @ portal.form.io with a subscription to a Self-Hosted configuration that includes PDF Server+.

• Non-Fillable PDF Form: If a PDF is a flat document and a standard PDF format, and AWS Textract is integrated with the self-hosted Form.io Developer Portal application, the fields on the form will be sensed by the Textract library, converted to JSON form fields, inclusive of exact placement and labels. This is not available on SaaS. This is only available with a Self-Hosted configuration as well as an AWS Textract integration.

Creating PDF Forms

To get started creating PDF Forms, navigate to the Forms section within your Project and click the +New Form button.

Select the PDF Form option

Click the Upload PDF button and the file management UI will appear, allowing users to find and select any PDF on their machine. After selecting a PDF File, the platform will process and upload the PDF to the Form.io portal.

After the PDF Form is uploaded, the PDF will open inside of the Form Builder where users can drag and drop overlay components onto the PDF. The PDF form will function like other forms within the platform. This enables users to incorporate PDFs into staging, team workflows, and form versioning, all while utilizing an intuitive drag-and-drop interface.

PDF Components

Within the builder, users are presented with a range of overlay component choices. Although many of these components are utilized in the same way as web forms, certain components have been adjusted in functionality to better suit the context of PDF forms. The list below outlines the components available and highlights the variations in settings between PDF forms and web forms. It's important to note that these changes pertain exclusively to PDF forms and do not relate to web form submissions that are downloaded as PDFs.

• Text Field

• HTML

• Email

• Text Area

• Number

• Phone Number

• Password

• Date & Time

• Checkbox

• Currency

• Select

• File

• Signature

Adding Overlay Components

Add overlay components to the PDF Form by using the drag-and-drop builder. The dropped position of the component will be the position the overlay is saved to on the PDF form. Overlay components will display their component name( E.G. texfield) within the overlay box to indicate the component type on the form.

Positioning Overlay Components

To reposition an overlay field, click and drag the field to a new position on the form. To manually resize the component, hover over the component and click and hold the blue sizing box at the bottom right of the overlay. While holding, the user can resize the height and width of the component while mainting its position.

Component Setting Changes

The following component settings either are not applied or recommended when configuring the PDF overlay settings and rendering the PDF form. These settings have the potential to interfere with form due to their dynamic characteristics and static nature of a PDF.

Label | Label Position | Description | Tooltip | Multiple Value

Input Fields

Input fields are components the end user will interact with to input data: Text | Email | Text Area | Number | Phone Number | Password | Date/Time

The vertical size of the component dictates the font size of the text entered by the user. To ensure you have font size unity across all of your overlay fields, use the PDF Overlay height setting to ensure each of your components carries the same text size and field height. Alternatively, you can use the PDF Font Size setting on the form to universally set all field text sizes on the form regardless of the component height.

Checkboxes and Radios

A major component of any PDF form are checkbox or radio interface for selecting options. The PDF system incorporates the single Checkbox component to handle both Radio (mutually exclusive) and Checkbox interfaces. Users have the ability to style each checkbox and radio to match the uploaded PDF.

Checkbox

The use of a checkbox is to have a singular select capability. This is typically used for a control such as an “I agree” statement where they are providing a single yes/no answer. To add a checkbox to your form, drag and drop the Checkbox component and then resize it according to the checkbox outline as follows.

By default, the label will be hidden for all checkbox inputs, so simply type the name of the Label for this checkbox and ensure the API key is what you would like to have saved for the data in this checkbox.

Finally, you can move and resize the checkbox to the appropriate size of the checkbox on the PDF.

Checkbox - Radio

Radio buttons are used to allow for a mutually exclusive selection between different elements on the form. A good example of this is if you wish to have a Marital status selection on your PDF form where they can toggle between “Married” or “Single” and it would deselect the one or the other as you use the control. To create a new Radio interface, you will need to drag each “radio” checkbox onto the PDF form independently. This can be done with the Checkbox component.

Once you drag and drop the Checkbox component and see the edit modal, you will then configure the Radio component by choosing the Input Type as Radio. You will then see two text boxes show up called Radio Key and Radio Value. For these, you will put the “key” of the radio that will store the data (such as “maritalStatus”) and the “value” is the value of that key when this checkbox is selected (like “married” or “single”)

Radio and Checkbox Styles

By default, the styles for the checkbox and radio buttons are a blue highlighted square. This can be customized by editing the Custom CSS Class on each of the checkbox components on the PDF form. The Form.io PDF Viewer utilizes a Checkbox style system called Pretty Checkbox to perform the styles. The following styles can be applied to every Radio and Checkbox component.

Here is an example of providing Custom CSS Classes to a PDF Checkbox component.

Shape

The following classes will alter the shape of the checkbox and radio input.

Fill

The following classes will alter the fill thickness of the input when a Checkbox / Radio is selected.

Here is an example of these classes applied.

Color

The color of the fill can be controlled with the following classes.

Here is an example of colors applied.

Type

The type of input can also be changed to a “switch” input using the following.

The Switch has 3 different shapes you can set by adding the following class

In addition to the Pretty Checkbox styles, the PDF Viewer also utilizes the Font Awesome icon library to add or change the icon displayed on the Checkbox when clicked. Add the icon- to the Custom CSS Field to set your class then add the icon text from the Font Awesome library.

Here are some common examples of icons you may want to apply using the Font Awesome library:

Show checkbox/radio background setting

In Form Settings, there is an option to show or hide the radio and checkbox component background. This setting gives checkbox and radio components a background and borders when viewing the PDF First Form submission.

Removing a PDF

To remove a PDF from a form, Edit the form to enter the Form Builder. Click the Remove button next to the Display As dropdown and Save the form to remove the PDF. Users can then switch the PDF to a Webform by clicking the Display As dropdown and seleting Form. Although the PDF has been removed from the Form, the PDF still exists within the PDF server and will count against the allocated PDF within the license limits and will need to be removed from the PDF File Managment section of the project.

PDF File Management

PDF files are managed by clicking the PDF tab from the left-hand navigation bar within the Project. Here users can can see PDFs that have been uploaded to the Stage along with the PDF ID and what Form they have been uploaded and connected to. When a PDF is removed from a Form, a trash can icon will appear in the Operations column where you can remove the PDF from the project and server. This allows the user to free up

Submitting and Viewing PDF Data

With a PDF form constructed, users can now begin to interact with submitting and viewing form data. Click the Use (or launch) tab to begin.

Complete the form and click Submit at the bottom to post the submission to the projects database.

Selecting the Data tab, users can view all submissions within the submission grid and can interact with individual submissions.

Notice that the data displayed in the table above is overlaid on the PDF.

Provided the active user has permission, a printable copy of the PDF form and its data can be exported.

This power extends to simple form submissions as well. For example, if the traditional version of the form is filled out through an email or some other service, users can still print the submission in PDF form.

Hybrid PDF Forms

In many cases, you may wish for your end user to submit the form as a regular webform using either the Form or Wizard display, but then print the PDF as a PDF Submission (shown above). This kind of hybrid approach is also supported by Form.io by first changing the Display of any PDF Form and then saving it as the following illustrates.

Once you Save and then use this form, you will be presented with the regular webform (which is what your users will see when they fill out the form). However, there is one big difference. The original PDF is still attached to the form which lets the submission PDF generation process know that it should use the underlying PDF as a background to the data when a submission is made. This looks like the following when you print a PDF.

Generates the following submission PDF

This capability enables you to have the best of both worlds. Have users fill out the form as a regular webform, but print the submissions as pixel-perfect PDF output.

Nested PDF Forms

At times, you may want to include a pre-existing PDF form into another form. Use the Nested Form component inside Webforms or a page inside a Wizard form. Setting up a nested PDF Form follows the same steps and guidelines as any other Nested Form.

Webform Submission PDFs

In addition to creating and uploading existing PDF documents, the Form.io platform can be used to generate PDFs from webform submissions. Viewing any webform submission will allow you to download the submission as a PDF by clicking the PDF download icon.

To generate a PDF, navigate to any form within your project and create a new submission. After submitting, you will be redirected to a submission view page where you can click the PDF icon to download the submission.

Once the form is created, you can now create a new submission by clicking on Use button and then submitting the form you just created.

Clicking this icon will open the submission in a new tab where you can download or print the submission to PDF.

Once you fill out the form and create a new submission, you will be redirected to a submission view page. Click the PDF icon at the top right of the view page to download a PDF version of the submission.

Navigate to the Data tab of any Form or Resource and view any submission to access the PDF download option.

Page Breaks

Now that you are able to print a submission as a PDF, you may also wish to introduce page breaks into the PDF download. To accomplish this, first, edit your form, and then click on the element you wish to push down to a different page. In this example, edit the Team Information panel. Within the settings, introduce a special class to the element called page-break-before. This tells the PDF renderer where to introduce new page breaks.

Now make sure to save your form.

Now, you can click on the download PDF button for any of the submissions, and it will introduce a page break before the element you provided.

Form.io Default Viewer

PDF downloads of basic forms submissions like Web and Wizard forms are viewed using a packaged application called Form.io Viewer. For our SaaS offering, the current viewer is hosted @ https://formio.github.io/formio-viewer/dist. If you wish to make changes to the theme based on Bootswatch Themes, then you can use the following format

https://formio.github.io/formio-viewer/dist?theme=paper

Like so…

You can also change the theme using the PDF Theme select in the PDF Settings section

Viewer Parameters

There are also some parameters that you can pass to the viewer that is hosted by Form.io for the SaaS offering to alter the output of the generated PDF. These parameters can be provided a GET query parameters to the viewer. For example, to not show the header for the viewer, you can provide the following.

https://formio.github.io/formio-viewer/dist?theme=paper&header=0

The following viewer parameters are supported.

PDF Generation Parameters

In addition to there being viewer parameters, there are also parameters that you can provide to the end of the PDF generation API. For example, to alter the margins of the generated PDF document, you can provide the following to the PDF generation url.

https://yourproject.form.io/yourform/submission/[SUBMISSION_ID]/download?token=TOKEN&margin=20,20,20,20

The accepted PDF parameters are listed in the table below.

Custom PDF Viewer

By default, the submission PDFs that are generated use a default Form viewer application to render the submissions. For the SaaS offering, this is the hosted viewer described above. For Self Hosted Deployments, this Viewer Application is packaged within the formio-enterprise container and resides in your own self-hosted environment.

To satisfy custom requirements, a Custom PDF Viewer application can be used, by modifying the default, to render the submissions for PDF generation. This is very helpful to provide custom PDF templates, or maybe even create submissions PDFs that introduce custom elements into the PDF generation. To achieve this, start by forking the Default Form Viewer found @

https://github.com/formio/formio-viewer

Once you download this Viewer application, make sure you install dependencies with the following command:

npm install

Now, make any modifications needed to the application. For example, the Paper Theme from Bootswatch can be used by the Viewer by making the following change to the src/index.html

src/index.html

document.write('<link rel="stylesheet" href="lib/bootswatch/paper/bootstrap.min.css" />');

You can now compile this application using the following command.

npm run build

This will create a dist folder, which then be launched to your own hosting service. Once this is hosted, form settings can be edited. Then, introduce a new Custom Property called viewer and set the value to the URL of the custom viewer application as seen below.

Please Click Here for more information

Another way to configure the PDF viewer is by using a PDF Viewer URL field in the PDF Settings section.

Once you save, and then go back to submission and download that submission, you will notice that the PDF download now uses your own custom viewer application to render the submission PDF.

To make all PDFs generated by a deployed PDF server use this customized Viewer Application, set the Environment Variable FORMIO_VIEWER within your Docker container run command.

docker run -itd \
  -e "FORMIO_SERVER=https://formio.yourdomain.com" \
  -e "FORMIO_PROJECT=59b7b78367d7fa2312a57979" \
  -e "FORMIO_PROJECT_TOKEN=wi83DYHAieyt1MYRsTYA289MR9UIjM" \
  -e "FORMIO_PDF_PROJECT=https://formio.yourdomain.com/yourproject" \
  -e "FORMIO_PDF_APIKEY=is8w9ZRiW8I2TEioY39SJVWeIsO925" \
  -e "FORMIO_VIEWER=https://formio.github.io/formio-viewer/dist?theme=paper" \
  -e "FORMIO_S3_KEY=[S3 KEY]" \
  -e "FORMIO_S3_SECRET=[S3 SECRET]" \
  -e "FORMIO_S3_BUCKET=[S3 BUCKET]" \
  -e "FORMIO_S3_REGION=[S3 REGION]" \
  --restart unless-stopped \
  --name formio-files-core \
  -p 80:4005 \
  formio/formio-files-core;

Please Click Here for more information.

Mounting Custom PDF Viewer onto PDF Server

The fastest way to get your PDF Viewer onto your local deployment is to mount it onto the PDF server container. You will be using bind mounts to replace PDF servers form-viewer with your custom form-viewer. To get started open up your project containing your docker-compose.yml file used to run your local deployment. Your file structure should look something like the following

local
   |- /conf.d
      |- default.conf
   |- /data
      |- /db
      |- /minio
      |- .env
   |- docker-compose.yml

Add a new directory to your local project called /viewer and copy the files within your formio-viewer project /dist folder to the /viewer folder.

local
   |- /conf.d
      |- default.conf
   |- /data
      |- /db
      |- /minio
      |- .env
 + |- /viewer
 +    |- /assets
 +    |- /fonts
 +    |- /lib
 +    |- index.html
   |- docker-compose.yml

Now that your pdf viewer files are within your local deployment project you need to mount the files within the PDF server container file system. To do this open up your docker-compose.yml and add the following

  ...
  pdf-server:
    image: formio/pdf-server
    restart: no
    mem_limit: 2048m
    links:
      - mongo
      - minio
    ports:
      - "4005:4005"
    environment:
      MONGO: mongodb://mongo:27017/formio
      FORMIO_S3_SERVER: minio
      FORMIO_S3_PORT: 9000
      FORMIO_S3_BUCKET: formio
      FORMIO_S3_KEY: CHANGEME
      FORMIO_S3_SECRET: CHANGEME
      FORMIO_PDF_PORT: 4005
    env_file:
      - data/.env
    volumes:
+     - "./viewer:/src/node_modules/formio-viewer/dist"
  ...

"- "./viewer:/src/node_modules/formio-viewer/dist" takes the files in /viewer on your host machine and adds them to your containers file system under the path /src/node_modules/formio-viewer/dist

Run the command docker compose up -d and try downloading a PDF submission. You should now see the pdf being rendered with your custom formio-viewer

Formio-Viewer Repository

The formio-viewer repository is where you will design and build your own custom pdf viewer. Fundamentally, the purpose of the formio-viewer is to...

• Replace formio components with custom components

• Add custom css to index.html

• Call the window.setForm function to create a new form and then set the submission of that form in index.html

When these tasks are done the PDF server will then convert your index.html to a PDF

Replacing formio components

To replace formio components with your own custom components navigate to the /src/components/ directory. This directory is where you will override and add new functionality to existing formio components. In this example you will be overriding the edit grid behavior to expand its view to show all the components nested within. Start by creating a new javascript file in the /components directory called ViewerEditGrid.js and add the following code

Note: It is the convention when replacing components to prefix the replaced component with Viewer

import EditGridComponent from "formiojs/components/editgrid/EditGrid";

export default class ViewerEditGrid extends EditGridComponent {
    constructor(...args) {
        super(...args);
        // Disable edit grid header rendering.
        this.component.templates.header  = ""
        // If we do not have a submission, add an initial row to all EditGrids
        if (this.root && !this.root.submissionSet) {
            this.component.openWhenEmpty = true;
        }
    }

    // Ensure all rows open.
    isOpen() {
        return true;
    }
}

Click here to learn more about creating custom components

Now you need to replace the edit grid component with the new viewer edit grid. Open the src/renderer.js file and add the following code

import {Formio} from 'formiojs/formio.form.js';
import Flatpickr from 'flatpickr';

window.flatpickr = window['flatpickr-css'] = Flatpickr;
import './components/ViewerCalendar';
import ViewerDateTime from './components/DateTime';
import ViewerTextField from './components/TextField';
+ import ViewerEditGrid from "./components/ViewerEditGrid";

Formio.Components.setComponent('datetime', ViewerDateTime);
Formio.Components.setComponent('textfield', ViewerTextField);
+ Formio.Components.setComponent('editgrid', ViewerEditGrid)
export {Formio};

Formio.Components.setComponent('editgrid', ViewerEditGrid) sets the edit grid component to the new viewer edit grid component. Now all edit grid components will be expanded and have the header removed when rendering onto a pdf

Adding custom css

To add custom css to your pdf viewer make changes within the <style></style> tag in the index.html file. For example, if you wanted to change the background of your pdf make the following changes within the <style> tag

    ...
    body {
        background-color: #00ffab;
    }
</style>

You can also do this by adding a CSS file in your /src/assets directory.

window.setForm(form, submission, options) function

In index.html there is a vital function for converting your form submissions into pdfs called window.setForm. This functions job is to create a new form on the page with the form and options arguments and then set the forms instance to the submission argument. This function is called when you go to download your pdf and is key to understanding how your forms will be rendered in your pdf downloads. You do not need to make any changes to this function

Building your source code to distribution code

To build your source code there is a script called build in the package.json file in your project. Run this command by typing npm run build in your terminal. This will do the following...

• gulp build grabs the necessary CSS, JavaScript, Bootstrap, Formio.js library, etc. needed to render the form submission onto the page and puts them into the /dist directory

• webpack --config webpack.config.js will build the renderer.js file to /dist/lib/formiojs/formio.form.min.js, bundling all the necessary javascript needed to replace components with viewer components

• gulp inlinesource replaces all <script src="..." inline> and <link href="..." inline> with their inline source. For example

//index.js
function foo(){
  return 1
}

//index.html
<html>
<script src="index.js" inline></script>
</html>

// After gulp inlinesource
<html>
<script>function foo(){return 1}</script>
</html>

After building your source code you can now use the index.html file to generate PDF submissions from your forms. See this for how to do this

PDF Form Settings

The PDF Form Settings allow the user to change various UI and theming elements for PDF First Forms and PDF submission downloads. Access Form Settings and scroll down to the PDF Settings section to utilize the following configurations.

PDF Theme

Select a Bootstrap Theme to change the CSS styling of the PDF Submission downloads.

Printed PDF Page Size

Change the PDF dimensions by selecting a page size for the rendered PDF First Form. Read more on PDF Page Size

PDF Font Size

By default, the PDF's font size is determined by the vertical size of the PDF overlay field. Select a font size to globally set the field font size for the PDF First Form regardless of the field overlay size.

PDF Margins

Set the Margin size of the rendered PDF First Form using the same margin guidelines for CSS attributes.

Hide Title Bar

Hides the form title when viewing a Submission PDF download.

View As Plain Text

Check this if you would like to render the Submission PDF as plain text view. This setting will hide the field UI and only show the submitted text when viewing the download.

Use Condensed Mode

Check this if you would like your Submission PDF downloads to render with Condensed mode enabled. This setting will minimize field margins and padding as well as default the font size to 11pt. Field UI is replaced with an underline instead of the full box border.

Show checkbox/radio background

Check this if you would like checkbox and radio components that are not checked or ticked to have background and borders when viewing the PDF First Form submission.

Show Change Log

Activates the Submission Revision change log. PDF submission downloads will now display all Submission Revision information for the submission being viewed.

PDF Form Templates

Apply your own templates to the PDF forms Header or Footer.

Header & Footer Template

Inject HTML as a header/footer for every page of the generated PDF. The Template should be valid HTML markup with the following classes used to inject printing values into them:

• date - Formatted print date

• pageNumber - Current page number

• totalPages - Total amount of pages

Use Base64 for images.

The following variables and functions are available inside templates:

• submission - The complete submission object.

• form - The complete form JSON object.

• formatDate(dateFormat, timezone, date) - The function that customizes the date display format. Use the moment supported date format and time zone. The date is equal to the submission creation date by default.

Example:

<div style="margin-left:15px;">
  <p>
    Form {{ form._id }} ("{{ form.title }}"). 
    Submission {{ submission._id }},
    created {{ formatDate("MM-dd-yyyy", submission.metadata.timezone) }},
    modified {{ formatDate("MM-dd-yyyy", submission.metadata.timezone, submission.modified) }}.
  </p>
  <p>
    Printed on <b class="date"></b>. 
    Page <b class="pageNumber"></b> of <b class="totalPages"></b>
  </p>
</div>