Hi All,
I've got a client performing bond cleans, and I am trying to auto populate data from a quote form, onto a work order form which is filled out via the Fill Out PDF Form in workflow.
What I'm trying to achieve:
Retrieve the checkbox values, and allow them to be used in workflow to populate a PDF.
I'll break this question up into 2 different parts to make it a little easier to understand what I'm trying to accomplish.
Part 1.
Client fills out a quote form and checks any amount of the below checkboxes
This quote form is then sent to workflow to populate a work order form such as below:
I'm trying to auto populate the "Notes Section:" to list checkbox values down the page.
E.g. If Commercial Cleaning, Window Cleaning, Pest Control and Surface Clean were ticked, the work order notes section would populate as below -
Notes Section:
Commercial Cleaning
Window Cleaning
Pest Control
Surface Clean
In the quote form, I have set each checkbox to have a value. Below is the workflow I am using:
When I look into the track token, this is how the value is output:
When I use this token in the fill out PDF form, It only retrieves the first line (example in the work order screenshot)
I believe this is probably due to the fact it's a multi value token, and not a single value dropped to multiple lines?
How would I best achieve this?
Part 2.
When the client fills out the quote form and ticks a checkbox, this then displays a new section to allow for notes to be filled out for the work order. Example below:
Ideally, I would like the Notes in the above screenshot to automatically be placed next to the clean selected in the Notes Section of the work order form.
E.g.
Notes Section:
Fridge Clean - To be completed on 15/7/18 (Double Door)
Oven Clean - Requires full clean on day of bond clean
etc
The issue is attempting to line these up together using the Fill Out PDF form (without adding loads of unnecessary blank spaces too)
Any ideas or input would be greatly appreciated!
Thank you!