Print form to PDF

Print form to PDF

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  • I would like to create a final step within a flow were the a user can print off a completed form. The ideal way to access the printable form would be through a user action on a dashboard where user can link “Print Form” and it will then download the completed form into PDF and they can either save or print the document. My question is, is there a built-in functionality that can convert form to PDF? Are there any suggestions to achieve this?

  • Unfortunately, we currently do not have a built-in step/ process to convert a completed form into a PDF. However, it is possible to do it. You will need to build either a PDF or an HTML template that mirrors your form.

    If you build a PDF template, you will need to use the "Set PDF Form Fields" step to input data from the form.

    If you decide to build an HTML template, use the "HTML to PDF" step.

    We have submitted a feature request to our Development team that will allow this functionality more natively in future versions.

    In the meantime, Heres some documentation that I believe will help in setting this up using the above-mentioned steps:
    https://documentation.decisions.com/docs/filling-in-pdf-forms-using-flow#
    https://documentation.decisions.com/docs/turning-richtexthtml-into-pdf

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