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Question

Updating a Template for "Fill Out PDF Form" in Workflow Clears Field Assignments

Workflow Version 11 Self-Hosted

Updated June 26

asked on June 26

Hello LF gurus,

When I replace the content of a fillable PDF in Workflow it clears all of the values from my field assignments. Is there any way to update the underlying PDF template without clearing the fields?

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Replies

replied on June 26

I've noticed this recently, too. It didn't do this with previous versions of Workflow - if the field name remained the same when you updated the PDF template, it didn't erase the data you were assigning to that field. Based on the timing of when I started noticing this, I'd guess that this changed with Workflow 11, but that is entirely a guess on my part.

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replied on June 26

Yeah, as soon as you click on a field to update it or if you click Refresh Fields, it completely clears all values. So, if you need to make the smallest change to your PDF template, you have to repopulate every single field in your PDF one by one, not good. I believe it was already broken like this in version 10.x.

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Asked June 26
Updated June 26
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