The Fill PDF Form Data Operation The Fill PDF Form Data Operation

The Fill PDF Form Data Operation

Zack Cohen Zack Cohen

Overview

The Fill PDF Form Data Operation enters data into the fillable fields of a PDF. This can be used to create a PDF Form for the user with entries pre-filled with data so they don't have to enter it themselves. For a quick example of a PDF with fillable forms, see this form from the CA DMV.

PDF Forms can be created in Adobe Acrobat or any other PDF creation tool.

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Use Cases

  • Create a fillable PDF form that has known user information pre-filled.
    • The user can still change the fields if needed.

Data Operation Properties

Filename

The filename of the final generated PDF.

PDF File Asset Identifier

An Asset object that contains the PDF form. This will usually look like URI_TO_ASSET(<URI of PDF>).

To learn how to add a PDF to the Asset library, read Working with Files & Media.

Data to Fill

The data to fill into the fillable fields of the PDF. For instance, to fill in the key FirstName with Bob, and LastName with Johnson, you would use:

{
"FirstName" : "Bob",
"LastName" : "Johnson"
}

To see the name of the keys in the fillable PDF, use Adobe Acrobat or whatever PDF editing tool is used by your organization. 

Asset Setting

Scope

Determines the scope of the download link. This can either be APP or SESSION. If the generated PDF should be accessible from other user sessions, choose APP. Otherwise, if the created PDF is unique per customer, choose SESSION.

Visibility

Determines the visibility of the download link. This can either be GLOBAL or PRIVATE. If the generated PDF has sensitive customer information, it should be marked as PRIVATE. With PRIVATE, the PDF will have an extra layer of access protection. The generated URL will have the necessary credentials to access the file.

NOTE: The generated URL for the PDF allows anyone to access the file. The URL should only be shown to the customer that the PDF belongs to.

Download Url Expiration

Determines how long the download link to the PDF is available. For instance, if 30 Days is selected, the download link will no longer work after 30 days. Note that if the PDF is marked as PRIVATE, the link has a maximum expiration length of 7 days.

If this field is left blank, the download link will never expire.

Run Results

A Variable is automatically created to hold the results of this Operation. This result will be an object with several keys that describe the generated PDF.

The most important of these keys is downloadUrl, which is a URL that downloads the generated PDF when accessed.

Further Reading

For a video demonstration of using the Fill PDF Form Data Operation, see Creating PDFs from Form Fillable Templates.

To create custom PDF forms from HTML, you can use The HTML to PDF Data Operation.

For information on Assets, read The Asset Data Type.

For more information on working with files and media, read Working with Files & Media.

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