PDF Forms

Hello, 

I really hope I am not being silly now, but have read a lot, and don't find my answer.
I have a form, accordion that you helped me with.
So, I have a few products listed as number fields, so you must select the how many you want of what ever product or more then one product.
I want to send a PDF with the mail, with all the details entered, but, I just want the field with numbers to be sent with. If I have 100 products in the end, and the client only select 10 products, I don't want to send the whole list of 100.
Also, how do I add the name of the number field, before the number?

I hope I make sense?
 

Hello Zee8501,

I am sorry but it is not yet possible to suppress empty fields and their labels in a PDF template.
This is an interesting feature that we already plan to implement in the not so far future.

The name of the number field is simply a hard coded text in the PDF template.
It is not yet possible (but also planned) to have a placeholder for the field label itself.

However, there is a way to get you a list of actually numbered products as you intend to use.

- You need to add an email field for the customer which is set to 'required'.
- In the form configuration on tab 'Mail Options' you have to configure the section 'Options for recipient mail' something like this:
'Email Receipt' = 'Yes'
'Email Receipt Subject' = 'the products you have ordered'
'Email Receipt Text' = 'a more or less lengthy fix email text'
The list of form field data will be added just behind this 'Email Receipt Text'.
This is where your numbered products come into the play.
'Include Data' = 'Yes'
'Exclude empty fields' = 'Yes'
This is where number fields that are empty are filtered out.
This is the feature that is yet missing for PDF templates.
In your case the number field must be either a number > 0 or empty.
Only number fields with a number > 0 are part of the list added to the email text at the end.
'Include data record id' = 'No'
'Include Registered At' = 'No'
'Include Form Title' = 'No'
'Include IP' = 'No'

You can see these settings here:
[url] vi-solutions.de/forum-uploads/form-confi...ns-products-form.png [/url]

- You need to configure the email field on tab 'Advanced' like this:
'Add to receipt mail' = 'No'
This way the email field itself is not part of the added data list.

- You need to activate the plugin 'Visforms - E-Mail Anhänge'
This will add the final email text (having the products list of products which have a number value that is not empty) as a PDF document as an attachment to the email send to the customer.

- You need to configure the form to use the plugin 'Visforms - E-Mail Anhänge' on the now visible additional tab 'Mail Attachments' in the form configuration:
(attention: not the also now visible additional tab 'Edit Mail Attachments')
'Attach receipt mail as PDF' = 'Yes'

The email text and the attached PDF will look something like this (text as configured in mail settings):
[url] vi-solutions.de/forum-uploads/form-confi...s-form-mail-text.pdf [/url]

Hello Customer,

below the products you have ordered.

Best Regards, company

Products List:

product1 : 4
product3 : 8


Hope this is something like you have in mind, Ingmar

Thank you , I tried this, and I need to add more formatting.
If I just want the results to be added to the mail, without the PDF, Can I add more formatting, like a table, with more columns?
I need a extra column for every product chosen for a serial number to be added on later.
Thank you for your time.

Hello Zee8501,

I am sorry to tell you that there (add data to the email) is no more formatting possible at the moment.
Visforms will get additional features to make this possible in one of its next releases.
First we enhance the PDF templating as stated in my earlier post.
Second we like to add templating to the feature 'add data to the email'.
Sadly this will not help you right now on your task at hand.

Best regards, Ingmar