Hello,
I have a business process that starts a workflow at a certain point in the process. This workflow runs a document merge rule that fills out a fillable PDF - just basic single line fields right now - and it works great. There are also some checkboxes I'd like to add to this PDF - they directly correspond to a checkbox field on a form. So for example, if option 1 in the checkbox field on the form is checked, I want option 1 on the PDF to be checked.
Is there a nice way to do this without a bunch of conditional sequences that assign a 'true' value to a boolean variable based on a value from the form being checked? I feel like I could do this in an efficient way if I named my variables properly, but I can't seem to actually build it the right way. Any ideas?
For clarification, the area on the PDF looks like below. I want to put a checkmark or an X in that "Req" column if the corresponding option in the checkbox field on the form is checked.
Question
Question
Cloud - fill out checkboxes on fillable PDF based on checkbox field in Forms
Replies
Do you have control of the PDF? PDF Checkboxes allow you to set the values for on/off. Usually that causes all sorts of interesting problems (because people get creative and you end up with values like 0, 1 and off), but could work in your favor. Set the values to true/false so you can pass them directly from the form.
Hi Miruna,
I do have control of the PDF. When you refer to the values for on/off, are you referring to what I'm seeing in the screenshot below?
I think I got it figured out. I change the export value on the checkboxes to "True" (not sure if I needed to do this or not), and then make an input parameter in the workflow for each of the 15 options in the checkbox field on the form. The business process fills each input parameter with either true or false, and the input parameter is the token I use for each checkbox in the merge rule. Seems to be working.
Thanks for the help!