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 email@example.com.
How it Works
Your data is submitted via the FastField mobile application.
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.
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:
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:
The list of form fields will look similar to the following:
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:
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.
The following screenshot indicates where you define Field Keys within a FastField Form:
Note: The following Form meta-data Fields can also be added to your custom PDF. These meta-data Fields include:
- 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.
- When your form is open for editing, click the "Setup" button as shown above in step 1
- Dropdown list > Click on the "Setup Form" as show in step 2.
- The Setup Form configuration screen will appear momentarily > Click on the "Reporting" tab 3rd from the left.
- 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.
- 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:
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:
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:
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|
|Date/Time||You can adjust date format within Acrobat by selecting the format under the "Format" tab|
|Single Photo||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.|
|Multi Photo||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 "
|Embedded Photo||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.|
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 multi-select with check boxes setup like this:
Set all export values to:
|Location/GPS||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.|
|Long Text||In Acrobat make sure the field has "multi-line" checked off.|
|Signature||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|
|Static Text||In Acrobat make sure the field has "multi-line" checked off.|
|Audio||Not Supported||Not Supported|
|Document Viewer||Not Supported||Not Supported|
|Rating||The numeric rating value will be displayed in the text field.|
|Yes/No/NA||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|
|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:
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.
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.