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Custom PDF Reporting

FastField supports custom PDF Reporting by associating a PDF Form Template to your FastField form. This allows you to achieve your own look and feel when generating your FastField reports. If a custom template is not provided, the generic reporting is still available.

Custom PDF Requirements

  • Adobe Acrobat - To design your own custom PDF, you will need Adobe Acrobat. Our tools DO NOT support Adobe LifeCycle or other third party solutions. Adobe Acrobat Reader is not sufficient for setting up report templates as it does not allow you to create documents and is a read only application.

Note: If you do not have Adobe Acrobat or need assistance setting up your custom PDF Report Template, we can help. We offer customizations and can provide you with a quote to setup your report. Please contact us as fastfieldsupport@mergemobile.com.

How it Works

flow

  1. Your data is submitted via the FastField mobile application.

  2. Your data is then mapped and merged directly into your Custom PDF Report Template automatically matching the PDF Form Fields to your form using the Field Keys in your FastField form.

  3. Your Custom PDF can then be generated and downloaded via the FastField Portal.

Setting Up My Own PDF

Open your blank PDF Report in Adobe Acrobat. For demonstration purposes we will use the following form:

Acrobat Form

Next we will start adding Form Fields to the PDF template. To add form fields you will need to open Acrobat Form editor. The menu option may differ depending on the version of Acrobat you are using:

Acrobat Form

The list of form fields will look similar to the following:

Acrobat Form

Now place the PDF Form Fields on top of your blank PDF document. These fields will be populated by data collected from your FastField form. In the example below, we add a "Text Box" field where we want the Customer's Name to print:

Acrobat Form

We then repeat this process for each field in the form. It is important to name your PDF Form Field to match the field's "Field Key" within your FastField Form. Field Keys and Names are case sensitive. You can name the PDF Form Field by double clicking on the field.

Acrobat Form

The following screenshot indicates where you define Field Keys within a FastField Form:

Acrobat Form

Note: The following Form meta-data Fields can also be added to your custom PDF. These meta-data Fields include:

  • formName
  • updatedAt (created date)
  • userName (created by)
  • submissionId (unique submission id)
  • sequenceNumber (sequence Number)

Once you have placed all your Form Fields, save the PDF. You are now ready to upload and associate your PDF Template with your FastField Form.

Upload the PDF Template and Assign it to Your Form

Once you have setup your PDF Template, you will need to upload the PDF to link it to your FastField form. To do this, open your FastField Form using the FastField Administration Portal.

  1. When your form is open for editing, click the "Setup" button as shown above in step 1
  2. Dropdown list > Click on the "Setup Form" as show in step 2.
  3. The Setup Form configuration screen will appear momentarily > Click on the "Reporting" tab 3rd from the left.
  4. Click the "Upload PDF File..." button (as indicated in step 4 above) and locate your PDF file on your computer, then click the Open button.
  5. Once the PDF file has been uploaded, click the "Save" button to save your form.

Testing Your Report

Now that you have uploaded your PDF Report Template and have linked it to your form, it's time to test it. Open up the FastField app and complete your FastField Form:

Acrobat Form

Once you've filled out your form, submit it by tapping the "Submit" button. Once the form has been submitted, login to the FastField Administration Portal and click the form link in the "Recent Submissions" List. A dialog will appear as shown below:

Acrobat Form

Click the "PDF" button to download your PDF report. The PDF will now have the data you submitted from your FastField form. See the example below:

Acrobat Form

Field Types

The following table defines which Field Types you should use in Adobe Acrobat when linking to specific fields in your FastField Form:

FastField Field Type PDF Form Field Type Notes
icons Text icons  
icons  Numeric icons  
icons Date/Time icons You can adjust date format within Acrobat by selecting the format under the "Format" tab
icons Single Photo icons Since Adobe Acrobat doesn't have a specific field for mapping an image, you can use the button field type to display an image in your report. Drag and drop the Button to match the size of the output you are looking for.
icons Multi Photo icons Since Adobe Acrobat doesn't have a specific field for mapping an image, you can use the button field type to display an image in your report. Drag and drop the Button to match the size of the output you are looking for. The field key should follow the naming convention of "fieldkey_n" where n is the photo number you are wanting to display. You can also display the "Caption" of the photo by placing a Text Field on your PDF Report Template. The naming convention for captions is "fieldkey_n_caption"
iconsEmbedded Photo icons Since Adobe Acrobat doesn't have a specific field for mapping an image, you can use the button field type to display an image in your report. Drag and drop the Button to match the size of the output you are looking for.
icons Switch icons  

Option List

icons

List

icons

or

icons

or

   Check Box

For a List Selector that allows multiple selection, use a Text box, or a check box to display multiple selected values. Radio Buttons are only for single-select lists. 

If you are using single or multi-select with check boxes or radio button - setup is like this:

fieldkey_listselectionvalue

Set all export values to:

           "checked"

icons Location/GPS icons Since Adobe Acrobat doesn't have a specific field for mapping an image, you can use the button field type to display an image in your report. Drag and drop the Button to match the size of the output you are looking for.
icons Long Text icons In Acrobat make sure the field has "multi-line" checked off.
icons Signature icons Similar to a Photo Selector field, the Button Field Type in Acrobat can be used to display a signature image. You cannot use Acrobat's Signature field for this, it will cause PDF GENERATION ERRORS on your reports
icons Calculation icons  
icons Static Text icons In Acrobat make sure the field has "multi-line" checked off.
icons Audio Not Supported  Not Supported
icons Document Viewer Not Supported Not Supported 
icons Rating icons The numeric rating value will be displayed in the text field.
icons Formatted Numeric icons  
icons Yes/No/NA icons A Yes/No/NA field can be bound to a series of Radio Fields in Acrobat. Drag and drop 3 radio button fields onto you PDF within Acrobat. Name each field the same name as your Three State field key in FastField. To indicate the Yes field, change the "Export Value" on one of the Radio fields to the value of Yes. For the No field, change the Export Value to the value of No. On the last Radio button change the Export Value to N/A. Alternatively, you can simply print Yes/No/N/A as a value by just placing a Text Field on the PDF Form

icons

Video

Not Supported Not Supported

Naming Convention for Multi Photo Selector fields

fieldkey_n where n represents the photo number you want to display.

To display the caption, add a Text Field to your PDF Report Template and use the following naming convention:

fieldkey_n_caption

See example below.

Multi-Photo_custom_PDf.png

 

SubForm Reports

Subform data can be bound to your custom PDF reports as well. This is helpful for forms such as invoices or work orders that have repeating data.

To bind a subform field to your report, define the field name within Adobe Acrobat using the following naming convention:

 In the above example, "Prospects" is the Subform Picker Field Key from the Master Form, "FirstName" is the Field Key from the actual subform, and the numeric value of 1 and 2 indicate which rows to bind to.

You can place as many rows of subform as you want in your Custom PDF Template. Simply specify the row number at the end of the field name to let the reporting engine know which subform row you'd like to bind to. Since custom PDF templates are a fixed format, the max row count is capped to the number you place on your PDF Report Template.

Multi-Photo fields in Subforms

This setup can get a little confusing, so please familiarize yourself with the normal setup for subforms and multiphoto's within a custom PDF before moving to this. There is one slight teak when adding multi-photo fields to a subform. Instead of the instance number remaining in the last (suffix) part of the key, it will now be moved to just inside the multiphoto instance number. Additionally, if you want to show the Caption to your photo in a separate text box, then you will also have to add "_caption" to the end of the key in the text box.

See example below.

multiphoto_in_subform.png

 

Repeating Sections in custom PDF Reports

Repeating sections can be setup to display in your custom PDF reports as well. There are some similarities and differences when compared to the setup of subforms in a custom PDF. You will NOT have to link the section key as a prefix before the field key, rather you can place the field key as it is for the first instance of a repeating section. When you reach the second row you will only have to place a _1 as the suffix of the key per each field, and each consecutive instance will add one to the suffix. So the third instance will be a _2 as the suffix.

See example below.

2017-05-02_1134.png

 

Versioning

It is important to note that your PDF Report Template is tied to a specific version of your form. So if you update your PDF Report Template, older form submissions will use the older PDF Version to generate the report. To test new PDF Reports that you re-link with your form, be sure to refresh your form library on your device to sync the latest forms from the FastField server.

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