Want to display dynamic contents to a form , and add styling

Documents
1

We have a requirement to create fillable PDF forms, and few contents will be dynamic in the form also we need to add styling for those contents . The contents we are fetching is html tagged contents and it includes ,
. Is it possible to build custom templates fillable form with dynamic contents and add styling.

We tried to add HTML tags and also tried to use javascript but both methods were not working.
2

Hello @laptech,

Welcome to the Plumsail Community!

Do you want to create a form and then convert it to PDF, or should it be a fillable PDF directly?

3

It should be fillable PDF.. we have some design template, and dynamic values we will be fetching from SharePoint columns

4

Hello @laptech,

Plumsail Documents has action Fill in PDF Form.

It fills the provided PDF form, but it doesn't have options to design it, change fonts, etc.

The PDF form should be prepared in some PDF editor before using with the Fill in PDF form action.

Please check the instructions on how to create a fillable PDF.

And the example that shows how to Populate PDF forms from SharePoint in Power Automate.

Best regards,
Petr
Plumsail team

5

Thanks for your help. Our questions is mainly dealing w/ generating a dynamic pdf but some areas have styling and some areas need to be hidden if it isn't used. We are trying to use a pre built template to achieve this but it looks like that may not be possible with our dynamic content which includes html. I am new to plumsail so maybe there is a plumsail action that can help us build a dynamic template? Would that be the way to achieve this building a dynamic template instead of using a static template and filling in dynamic sections? Is this possible with a plumsail action on power automate? and Would we be able to add conditions within the action or will we have to handle that thru power automate conditions. Hope I am able to explain this issue clearly enough. Thanks

6

Hi @laptech,

Probably instead of using a PDF form, you can design a Public web form. The public web forms support rich customization options, conditions, JavaScript, etc.

After submitting the form, it starts a Documents Process, and generates a PDF or DOCX output depending on your needs.

Please check out some examples here.

Best regards,
Petr
Plumsail team