Today I'll be talking about the Gravity Forms to PDF AutoFill Solution http://wisdmlabs.com/gravity-forms-pdf-word-document-automation-solution/. Gravity Forms to PDF is a comprehensive document automation solution. It facilitates the creation and sharing of multiple PDF documents by fetching data entered through an online Gravity Form. Using this application you can link multiple PDF documents to Gravity Forms and map form fields right from within your WordPress dashboard.
Let's take a look at how we can install and use this plugin.
Apart from installing and activating the Gravity Forms to PDF AutoFill plugin, you need to install the PDFTK library on your website's server. If your website is hosted on a shared server, you will have to contact the service administrator to include the PDFTK library in the root folder.
To use the plugin you'll have to:
1. Create a Gravity Form
2. Create a PDF Template
3. Map the Form Fields
4. Upload the PDF Template
5. Create an Email Template
6. Map the Gravity Form to the PDF and Email Templates
Step 1: Create a Gravity Form
You have to start by creating a Gravity Form. Once you've created the form, you can add the required fields. For demonstration purposes, I'll be adding a name and email field.
Step 2: Create a PDF Template
Next, you'll have to create a PDF Template. You can create a PDF Template using Adobe Acrobat Pro, or online using PDFEscape. In your PDF Template, you'll have to add the fields you added in the Gravity Form. In PDFEscape, the values which have to be filled using the Gravity Form have to be added as form fields.
Next, you'll have to map the form fields to the fields in the PDF template.
Step 3: Map the Form Fields to the PDF Template
To map form fields, go to PDF Auto Fill - Map Forms Fields. To map a single field, you'll have to copy the field id - displayed next to the field name, and then set it as the name of the field in your PDF template. To set the same of the field in your PDF template, go to Object Properties of the field and copy the value as the name and save.
Do note: For select fields such checkbox, radio buttons, dropdown list, the value which has been selected by the user will be mapped to the PDF Template.
Once you've mapped the form fields, save and download the related PDF template.
Step 4: Upload the PDF Template
You have to now upload the created PDF template and publish it. To upload a PDF template go to PDF Auto Fill - PDF
Templates and click 'Add New'. Add a name, and select and upload the created PDF template from your computer. Once uploaded, publish it.
Step 5: Create an Email Template
Next, you have to create an Email Template. Go to PDF Auto Fill - Email Templates. This email will be sent along with the attached PDF once a user has filled a Gravity Form. To enter a field value from the form, you'll have to enter the field id, in the following format #field_id#. Recipient email ids will be entered in the 'To' field, and email ids from the form have be entered in the same format in the field below.
Publish the template.
The last step is to map the Gravity form with the PDF and email template you've just created.
Step 6: Map the Gravity Form with the PDF and Email Template
Go to PDF Auto Fill - Templates Mapping. Select the Gravity Form, the PDF Template, and the email template and save the mapping.
Now when a user now fills and submits the Gravity Form on your website, an email will be sent with the attached PDF.
That's all for now. For more information visit http://wisdmlabs.com/gravity-forms-pdf-word-document-automation-solution/.