• Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Download file name

After submitting the form, PlatoForms will create a completed PDF using the original file name. You can update the name on the Name dialogue. Not only can you set a fixed file name, you can also set the name pattern to create a PDF file name from the variables (if it is a Master Form, it is the Zip file name). For example, sample-{{index}}-{{yyyy-mm-dd}}-{{data.fid3}} will be converted to sample-8-2018-10-11-Jobs. This assumes that the submission date is 2018-10-11; It is the 8th submissions of this form; The field fid3 is filled with Jobs. PlatoForms will automatically add file extension name, i.e, .pdf or .zip.

Custom PDF File Name

Currently, the supported variables can be:

  • {{index}}: A unique index of this form submission.
  • {{yyyy-mm-dd}}: The “file creation date”. It can be in any format you prefer. Here’s an example: You can use formats like {{mm.dd.yyyy}} or {{dd/mm/yy}}. In these formats, dd represents the date, mm stands for the month, and yyyy or yy represents the year.
  • {{data.fidXX}}: To refer to the data in the form submission, use the format fidXX, where “XX” is the ID of the field. You can locate this ID in the form builder. Keep in mind that the form editor displays only the ID numbers, so you should add fid before the number to reference the field correctly.
Get the field ID in form editor

Form Field ID

Note that when Cloud Drive is enabled, PlatoForms will automatically add {{index}} in the file name pattern. This will prevent the created file from being overwritten due to duplicate names.

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