PDF Forms

<form.io> supports an integration of Portable Document Formats or PDFs. As a result, PDFs can be uploaded to the the platform and converted into dynamic, API based, forms that interface directly with the user applications.

Here is a list of some components that can be interface with PDFs:

  • Text
  • Numbers
  • Passwords
  • Drowdowns
  • eSignatures
  • Email Addresses
  • Phone Numbers
  • Date & Time
  • Currencies

The number API requests and PDFs a project can have corresponds to the plan associated with the particular project. For more information view our Pricing section on our home website.

Creating PDF Forms

At their heart, PDFs are just fancy forms. So in order to get started, simply select + New Form from within any project to get started.

A window will appear, prompting the user to select the type of form they wish to construct. Select PDF Form to continue.

Next, select upload PDF and the computers file management system will appear, allowing users to find and select any PDF on their machine. After selection, it may take a moment while the platform uploads and processes the submission. The Larger the file, the longer the processing time.

After completion, the PDF will display in the traditional platform builder with two notable differences. the first being the available PDF components ready to be placed on the PDF. The second being the display as option, but more on that later. For now, create a name, title and API path before saving the PDF Form.

Once saved, the PDF Form will now act like any other form on the platform.

This means users can integrate PDFs with staging, team workflows, and form versioning all while using a simple, drag and drop interface.

Interfacing with PDF Forms

With a PDF Form constructed, users can now begin interfacing with the document by adding a variety of components to the document. Simply clicking and drag any component to begin constructing dynamic PDFs.

Whenever a component is placed, the traditional dialog menu will appear allowing for labeling and defining the component particulars. When finished, click Save.

Once saved, the component will persist on the PDF document. At this point, users can click and drag the component to reposition it or click once to reopen the dialog box shown above.

With a completed form (shown below) it is worth mentioning that the PDF and components added above are regular form elements and can just as easily be converted back into a traditional form.

Calling attention to the display as select menu, switching from PDF to Form will reveal the standard platform interface for forms.

The ability to toggle between a Form and PDF interface so readily illustrates the power of the platform. When building applications, the JSON schema can be updated according by changing display: “pdf” to display: “form” and visa versa, users can replicate the platforms functionality, allowing for both interfaces to connect to the same API endpoints seamlessly.

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 in a data grid and can interact with individual submission.

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